LeadExec gives users the ability to import a list of clients into the system. Clients imported using this utility still require users to create delivery methods and delivery accounts in order for leads to be able to be sent to them.
How to Import Clients
Figure 1. "Import Clients" menu button.
Figure 2. Client Import.
- Click “Import Clients”
- Click Load File to import the file with the clients you will be importing.
- Select the Status you wish to have the clients imported to your account as
- The import utility will attempt to assign the headers form your file the headers that the system is expecting. If the system is unable to tie headers automatically it will give you the ability to correct the mappings.
- Once the headers are set click “Start Import”