Bulk Upload Leads
Bulk upload leads from Excel or CSV
Bulk Upload Leads
Upload an Excel or CSV file containing your leads. Each row will be imported as a separate lead. Existing leads can be skipped or updated based on the selected duplicate handling option.
Lead Import History
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STATUS
FROM DATE
TO DATE
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ACTION
FILE NAME
IMPORTED DATE
IMPORTED BY
SALES PERSON
TOTAL LEADS
CREATED
UPDATED
FAILED
STATUS
⤢ View Report
FILE NAME
leads_august_2026.xlsx
IMPORTED DATE
2026-08-27 10:24 AM
IMPORTED BY
Priya Nair
SALES PERSON
Rahul Sharma
TOTAL LEADS
128
CREATED
116
UPDATED
10
FAILED
2
STATUS
Success
▾
IMPORT TYPE
Excel Upload
FILE NAME
leads_august_2026.xlsx
TOTAL LEADS
128
LEADS CREATED
116
LEADS UPDATED
10
FAILED LEADS
2
ASSIGNED TO
Rahul Sharma
IMPORTED BY
Priya Nair
IMPORTED DATE
2026-08-27 10:24 AM
⤢ View Report
FILE NAME
mumbai_leads_aug.xlsx
IMPORTED DATE
2026-08-26 04:15 PM
IMPORTED BY
Admin
SALES PERSON
Priya Mehta
TOTAL LEADS
86
CREATED
81
UPDATED
4
FAILED
1
STATUS
Success
▾
IMPORT TYPE
Excel Upload
FILE NAME
mumbai_leads_aug.xlsx
TOTAL LEADS
86
LEADS CREATED
81
LEADS UPDATED
4
FAILED LEADS
1
ASSIGNED TO
Priya Mehta
IMPORTED BY
Admin
IMPORTED DATE
2026-08-26 04:15 PM
⤢ View Report
FILE NAME
website_leads.csv
IMPORTED DATE
2026-08-25 12:05 PM
IMPORTED BY
Neha Joshi
SALES PERSON
Amit Patil
TOTAL LEADS
52
CREATED
43
UPDATED
6
FAILED
3
STATUS
Partial
▾
IMPORT TYPE
CSV Upload
FILE NAME
website_leads.csv
TOTAL LEADS
52
LEADS CREATED
43
LEADS UPDATED
6
FAILED LEADS
3
ASSIGNED TO
Amit Patil
IMPORTED BY
Neha Joshi
IMPORTED DATE
2026-08-25 12:05 PM
⤢ View Report
FILE NAME
broker_leads.xlsx
IMPORTED DATE
2026-08-23 09:41 AM
IMPORTED BY
Admin
SALES PERSON
Neha Joshi
TOTAL LEADS
34
CREATED
—
UPDATED
—
FAILED
34
STATUS
Failed
▾
IMPORT TYPE
Excel Upload
FILE NAME
broker_leads.xlsx
TOTAL LEADS
34
LEADS CREATED
—
LEADS UPDATED
—
FAILED LEADS
34
ASSIGNED TO
Neha Joshi
IMPORTED BY
Admin
IMPORTED DATE
2026-08-23 09:41 AM
⤢ View Report
FILE NAME
thane_leads_august.xlsx
IMPORTED DATE
2026-08-22 03:20 PM
IMPORTED BY
Priya Nair
SALES PERSON
Rahul Sharma
TOTAL LEADS
74
CREATED
70
UPDATED
4
FAILED
—
STATUS
Success
▾
IMPORT TYPE
Excel Upload
FILE NAME
thane_leads_august.xlsx
TOTAL LEADS
74
LEADS CREATED
70
LEADS UPDATED
4
FAILED LEADS
—
ASSIGNED TO
Rahul Sharma
IMPORTED BY
Priya Nair
IMPORTED DATE
2026-08-22 03:20 PM
Upload Validity Certificate —
PDF or JPG, up to 5 MB.
Certificate History
#
TYPE
VALIDITY FROM
VALIDITY TILL
CERTIFICATE
UPLOADED ON
STATUS
No certificate history available.
Assign Sales Person —
Assignment Information
LEAD
CURRENT OWNER
NEW OWNER