Importing Leads

Learn how to import and manage your leads effectively in ABC Salesbot.

Import Methods

Google Sheets Integration

• Direct import from Google Sheets
• Free data transfer
• Maintains data structure

Manual Import

• Supported formats: CSV, Excel
• Bulk import capabilities
• Field mapping options

Lead Fields

Default Fields

• Name
• Email
• Phone
• Company
• Source
• Tags

Custom Fields

• Add unlimited custom fields
• Support for various data types
• Conditional field options

Best Practices

1. Data Preparation

   • Clean your data before import
   • Standardize phone number formats
   • Verify email addresses

2. Field Mapping

   • Map fields correctly
   • Use consistent naming conventions
   • Set up required fields

3. Testing

   • Import a small batch first
   • Verify data accuracy
   • Check custom field mapping

Next Steps

• Custom Fields Setup
• Lead Assignment
• Export Options