04Prospecting & CRM6-minute read
Rapid Load: Import Lead Lists
Convert pasted information or selected files into candidate customer records.
Before you begin
- Open Rapid Load and prepare business information you are authorized to use.
Step-by-step instructions
- 1
Open Rapid Load
Select Rapid Load in the internal navigation.
- 2
Paste a lead list
Add company names, addresses and available contact information in the input. Separate businesses clearly.
- 3
Or choose files
Select Upload photos or documents, then Choose Files for existing items or Take Photo for a new picture.
- 4
Set batch defaults
Choose the lead source, assigned representative, branch, stage and priority when applicable.
- 5
Review the candidates
Correct extraction errors and potential duplicate companies before saving.
- 6
Confirm the result
Return to Accounts, locate the new records and add a meaningful next action.
Expected result
Imported prospects are organized for follow-up.
Sales best practice
Start with a small test batch and check the saved accounts before importing more.
Uploading a file does not guarantee every entry was successfully extracted or saved.