Import Bulk Data Into Prospect

Import Bulk Data Into Prospect


  1. Navigate to Prospects module. 
  2. Click on Import button. 

  1. Click on Download Template option, a sample Prospect template will be downloaded in Download folder on your computer. 

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  1. The template consists of the instructions to upload file.

  1. Fill in the required details in the template and save the file. For example, we have mentioned the details for three contacts in the template.  

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  1. Once the details are saved, click again on Import button under Prospects. 
  2. Click on Upload a file option. 

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  1. Select the saved template from the system. 
  2. Click on Open button and the system will pop up a message on the righthand side of the InsightsCRM window. 

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  1. The system will prompt through an email about the Bulk Import status.

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  1. The saved records will be shown under Prospects.



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