Leads

How to Import Leads in Tenacious Sales - CRM?

Admin can maintain lead in tenacious sales account. Admin can manually add lead details. For so many leads it is very long process to add lead manually. Tenacious sales has one feature to import leads. All lead details can be save in one .xlsx file and through file lead can be import to tenacious sales account.

Steps to import leads in tenacious sales account are:

  • Login to admin account with tenacious sales
  • Go to Leads
  • Go to Import Leads
  • One sample file of .xlsx will be there
  • Download sample file
  • Fill all leads details to .xlsx file & save it
  • Select salesperson from drop down list for whom leads need to be add
  • Click on Choose File
  • Upload saved .xlsx file
  • Click on Save

Leads will be successfully added to tenacious sales account.

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