Skip to main content

Batch Lead Import

Customer knowledge baseUsing MedicarePROLeads

Loading your file

In this guide we will go over how to do a batch lead import from an Excel or CSV file.

  1. Navigate to your leads page

  2. Click the "Bulk import" button at the top-left

  3. Click "Pick file" and grab the file from your computer.

  4. Chose a "Source" for the leads

  5. Follow the prompts as the system helps format your data.