How to Import Leads into The String Platform?
Easily import your leads into The String to streamline follow-ups and engagement. Follow these steps:
1. Log in to Your Account
Open The String platform and log in with your credentials.
2. Navigate to Lead Management
From the Navigation bar, Select "Customers / leads
3. Start the Import Process
Click on "Import Leads" or the upload icon.
4. Upload Your Leads File
Select a CSV file containing your lead data.
Ensure the file includes key details like name, email, phone number, source, and lead stage.
5. Match Fields
The String will prompt you to match your file columns with the platform fields.
Verify the data mapping, then click "Next".
6. Import the Data
Click "Import" and wait for the process to complete.
A notification will confirm the successful import, and you can view the leads in your list.
7. Review Imported Leads
Use filters and search to locate new leads.
Double-check the data and edit if needed.