Lead Automation CSV import

Click on Advertising Automation in the main menu, then go to the Leads page.

Click on the Import button on the right side of the opened screen.

Select the CSV field.

If you want the leads you’re uploading to be registered as patients, check the Add as a Patient? checkbox.

Choose your file and click the Upload button.

Match the fields with the column headings in the file you uploaded.

If there are any fields left out, you can add them to the notes section.

To complete the process, click the Submit button.

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