'Import Leads' Function in Telagus

In this tutorial, we delve into the powerful features of Telagus' Leads function. If you're looking to streamline your lead management process, you're in the right place! Join us as we guide you step-by-step through the process of importing leads into Telagus with ease.

here are the steps outlined for your YouTube video:

1. Accessing the Leads Menu: Log in to your Telagus account and navigate to the Leads menu from the left sidebar.

2. Exploring All Leads Option: Click on "All Leads" to explore the options available for managing your leads.

3. Importing Leads: Learn how to import leads by clicking on the "Import Leads" button.

4. Downloading Sample File: Download the sample file provided to ensure correct formatting for your lead data.

5. Filling in Lead Details: Open the sample file, fill in the lead details accurately, and save the file.

6. Uploading Lead File: Upload the filled-in file to Telagus either by clicking the upload box or dragging and dropping the file.

7. Choosing Import Options: Decide whether to skip the first row and remove duplicates before importing.

8. Mapping System Fields: Match the system fields with the corresponding column data from your file.

9. Finalizing Import: Click on the "Import CSV" button to initiate the import process.

10. Confirmation Message: Upon successful import, a confirmation message will be displayed, and you'll be redirected to the All Leads page.

11. Reviewing Imported Leads: Check the All Leads page to ensure that the imported leads are displayed correctly.

By following these steps, you'll be able to efficiently import leads into Telagus and streamline your lead management process.