ChapterBuilder - Council Dashboard - Importing Leads
The Council Dashboard allows Admin to upload a list of Leads through the bulk importer. This article will walk you through how to use that importer feature.
How to Import Leads
1. Click on the "more actions" dropdown arrow on the "+New Lead button."
2. There you will see an option to "Import Leads." Click on it.
3. You will be redirected to the Import Lead page. There you will find a template you can download or you can simply upload an existing file. Note it must be a .csv file.
4. Once you have selected your file click the "Upload" button.
For best practices on importing leads, click here.
If you receive an error message, click here for troubleshooting help.
Summary
The Council Dashboard allows Admin to upload a list of Leads through the bulk importer. This article will walk you through how to use that importer feature.
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