Settings
Import
Bring in a lead file: match its columns, preview the changes, then run it.
Import
Match each column, preview the changes, then run the import.
Choose a file
Nothing is saved until you run the import.
Name where this file came from (e.g. the vendor) before choosing the file.
Match the columns
A column you don't match is kept with the lead as extra info. Choose Ignore to drop it.
| Column | Goes to | Sample values |
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Save this mapping for next time
What would happen
Nothing written yetDone
Recent imports
Route new leadsNewest first. Leads from the last 7 days show a New pill on the desk until someone is assigned.
No imports yet.
| File | Source | Applied | Created | Merged | Needs a look |
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Appointments to review
CheckingAppointments Sundae couldn't match to a lead. Fix the source or the lead, then mark it reviewed.
No open appointment exceptions.
| Reference | Source | Why it stopped | Age |
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