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Absolute Manufacturing ERP Software is key to improving the overall efficiency of your organization. This is a manufacturing management system that increases the organizational competence over how effectively the resources of the company are utilized.
welcome to Absolute Erp customize CRM software Solutions as per business requirements. We learned to create Elites from manual option add new call today we are going to cover how to upload bulk leads in CRM through upload call functionality for uploading bulk leads you can simply go to upload call Tab this is upload call page for uploading bulk leads you can download our Excel format after put all your bulk leads in this Excel format first put company name after contact person name then email ID following put contact number expected lead amount and expected sale date once you assign this lead to your sale person after they will talk and classify and mention a mountain date accordingly after you mention your source of lead like Facebook Instagram Google ads LinkedIn this is priority tab again once you assigned this lead to your sales person then they will update priority according to their communication with this lead next Mansion country state city address and requirement of your lead after save your Excel file and choose your file after click on import data tab after clicking OK your all bulk leads have been uploaded here we put the duplicacy validation on mobile numbers at the time of bulk upload and you get this option control in CRM setting let's go and see it in setting go in CRM tab as we already cover all the CRM controls in our previous add new call video if you want to know more about CRM settings you can see our video for putting duplicacy validation on mobile numbers at the time of upload call you go in CRM general settings scroll down then you see this option you enable or disable this function accordingly once your leads have been uploaded after you're all upload leads will show in unassign call tab as you see which lead I have uploaded it is appearing here today we learned how to upload bulk data through upload call functionality if you want to know more about absolute Erp you stay tuned with us!
Chapters:
00:00 Intro
00:21 Go to the Upload Call Tab
00:28 This Is the upload call page
00:32 Download Our Excel
00:36 Put your bulk Leads In This Excel Format with Given Fields
01:37 Choose your file and import It
01:49 How to put duplicacy validation on the mobile number
02:39 How leads will reflect in Unassign calls Tab
02:50 Summary
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