Uploading Companies
In GatorLeads we have a feature where you can upload a bulk of leads via a CSV file.
1. When In GatorLeads click onto the Admin Tab
2. System Admin
3. Upload Companies
Select the Type
Select what ‘Lead Type’ you would like this list of Companies to be uploaded as.
Assigning Leads
Select the User that you would like to assign the ‘Lead’ to.
Email Notifications
Send email will notify Assignee about each company assigned to them via this upload.
Set Watch will set a Watch on each company to notify Assignee each time one of these Companies returns to the website.
CSV Format
1. Column for Company Name
2. Column for Company Domain
Column heads need to be named as above
Uploading Your CSV
Click to select CSV file to upload or drag and Drop file.
Uploaded
Matched has already visited your site and will be re assigned straight away
Partial Has been found in our Database but has not yet hit your website (this will be auto assigned when it does)
Failed no match found in our Database
Here you can edit the data and resubmit to correct the failed records. Clicking Submit will then complete the Upload.
A final overview of your upload.
Review your Company Upload Records
Clicking on Company Upload Records will allow you to review all the companies you have uploaded to, Matched, Partial & Failed.
Please Note: When you upload a CSV of Leads, they will not show in your GatorLeads until they have clicked on one of your pages and GatorLeads has matched them.
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