Uploading existing customer lists
Of course, you might already have a list of customers, competitors & suppliers relevant to your business that aren’t set up in your GatorLeads platform. To make sure GatorLeads doesn’t track these as new lead opportunities, you can upload a .CSV file of your current lead types.
To do this, go to Admin – System Admin – Upload Companies
You’ll be taken to a page that looks like this:
How to upload existing customer lists
Simply select the type of list you would like to upload (for example a list of competitors) and if you need to, assign it to a GatorLeads user. Then decide if you would like an email to be sent to you confirming what has been uploaded to GatorLeads.
Once you’ve selected a type of lead list you would like to upload, you’ll be asked to drop the files into your GatorLeads platform:
Once you’ve done that, your current lead types will be uploaded into your GatorLeads platform and will track as the particular lead type you’ve uploaded!