Upload data

Diane McKenna
Diane McKenna Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hi, when I upload data it automatically assigns activities to me and I just need to upload the data as leads...how do I do that?

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  • Arthur_70084
    Arthur_70084 Member Posts: 72 VERIFIED MEMBER
    10 Comments
    edited March 2022 #2

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

  • Diane McKenna
    Diane McKenna Member Posts: 3 VERIFIED MEMBER
    edited March 2022 #3
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    Hey @Arthur

    When I upload data it immediately creates activities for me which I don't want, I just simply want it to upload the data as Leads?

  • Arthur_70084
    Arthur_70084 Member Posts: 72 VERIFIED MEMBER
    10 Comments
    edited March 2022 #4
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    Heu, do you think we can do a visio call ? 

    Cause only through chat I can't see what's wrong 😅

     

  • Diane McKenna
    Diane McKenna Member Posts: 3 VERIFIED MEMBER
    edited March 2022 #5
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    sure, can you send me an invite?

  • Arthur_70084
    Arthur_70084 Member Posts: 72 VERIFIED MEMBER
    10 Comments
    edited March 2022 #6
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    Pour participer à la réunion sur Google Meet, cliquez sur ce lien : meet.google.com/pck-hvjf-pyd

     

    Vous pouvez également ouvrir Meet et saisir ce code : pck-hvjf-pyd

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited March 2022 #7
    Arthur said:

    Hey @Diane McKenna 

    I'm not sure I've understood your need. You want to add activities to a prospect ?

    There must be an automation which creates activities when new leads are added. You can switch the automation off, upload the leads, then switch it back again.

  • Connexus Admin
    Connexus Admin Member Posts: 1 VERIFIED MEMBER
    Photogenic First Comment
    #8

    I am having the same problem. I have lists of prospective leads. I want to upload them to the leads tab in the system. When I upload the list they always show up in the deals list. I am not ready to put them in that part of the system. How do I upload a list directly to the leads.

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