Export/Import Program and Lead List Template

import leads templateThis feature allows administrators to define and filter the importation of lead lists with the same formatting. Administrators can define how the list is separated (by tabs, commas, spaces, and so on). The order of the data within the list being imported doesn't matter because administrators can add fields in any order. Fields with nonstandard or custom data can be included with the custom fields options, which can in turn be renamed to something more meaningful. Data columns that contain unnecessary data can be assigned a custom field and then ignored.

The template used to define the data columns can be saved as a template. This feature can save administrators a great deal of time because multiple imports of data formatted the same way can have the same template applied rather than defining the data columns every time a lead list is imported.

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