Uploading Leads
Note: This functionality is to be used on small volume
uploads.
- Select
- Enter your search criteria in the Initiative Query zone.
- Click Refresh.
- In the search results list, click the link for the initiative you want to maintain. The selected initiative opens in the Initiative portal.
- To upload Leads for an initiative, click the Lead Upload link in the Initiative Leads zone title bar. This displays the Lead Upload page, which you can use to upload a CSV file containing account IDs for which leads will be generated.
- Click Submit.