Document Content for the Columns
- Name-Surname -> Text
- Phone -> Text
- Email -> Text
- Customer Language -> Short Code
- Sales Group -> ID
- Assigned User -> ID
- Lead Source -> ID
- Advertising Code -> Text
- Notes -> Text
- Status -> ID
- Lead Date -> DD.MM.YYYY
- Lead Time -> HH:MM
Steps to follow
- Click on Advertising Automation in the main menu, then go to the Leads page.
- Press the Import button on the screen.
- Upload the file you want to load by clicking the Choose File button.
- If you want the leads you’re uploading to be registered as patients, check the Add as a Patient? checkbox.
- Click the Upload button to proceed to the next step.
- Ensure that the rows that appear below match the file headers you are going to upload.
- Complete the process by clicking the Save button.