Sales

Bulk Upload Center

Bring leads and accounts in through a governed import wizard instead of throwing raw CSV rows straight into the cockpit.

Lead Import Wizard

Load new lead cohorts with owner, source, stage, and follow-up data so Marketing and Sales can work from a governed audience list instead of a spreadsheet shadow.

CSV or spreadsheet export

Object

Upload

Suggested headers: Lead ID, Lead Name, Email, Company, Owner, Status, Source, Notes

Lead ID

Existing lead id. Include this to update an existing lead instead of creating a new one.

Lead Name

Lead or primary contact name.

Best email for outreach or nurture.

Company

Related company or account.

Owner

Current owner or assignment target.

Lead Stage

Lead stage to start from.

Source

How the lead entered the system.

Next Action Due

Next follow-up due date.

Phone

Phone number when available.

Notes

Context that should survive import.

Import Readiness

Validate before anything touches the record layer.

0 valid

Rows read: 0

Valid rows: 0

Missing mappings: None

Duplicate warnings: 0

Create a working list after import so the cohort is immediately available for campaigns, suppression review, and sequences.Working List Name

Preview Rows

Same sanity check energy you expect from a proper CRM import wizard.

0 shown