Lead Automation CSV import

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.

Benzer İçerikler

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