Uploading Leads

Note: This functionality is to be used on small volume uploads.
  1. Select Menu > Sales & Marketing > Initiative > Search.
  2. Enter your search criteria in the Initiative Query zone.
  3. Click Refresh.
  4. In the search results list, click the link for the initiative you want to maintain. The selected initiative opens in the Initiative portal.
  5. 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.
  6. Click Submit.