LeadTable Portal

To use the CSV upload, follow these steps:

Go to the "Setup" tab and click "Connect new source".

In the "CSV upload" box, click "Click to upload". 📋 ​

The first step uploads the CSV file. 📂

The second step is where you adjust the columns. Rename them and drop any you don’t need. 🔧 ​

If you need to, remove individual leads with the X to the left of the name. 🗑️

Click the "Upload leads" button. 🟢

1. Go to the "Setup" tab and click "Connect new source".
 
2. In the "CSV upload" box, click "Click to upload". 📋 ​
 
 
3. The first step uploads the CSV file. 📂
 
4. The second step is where you adjust the columns. Rename them and drop any you don’t need. 🔧 ​
 
 
5. If you need to, remove individual leads with the X to the left of the name. 🗑️
 
6. Click the "Upload leads" button. 🟢

After a short wait the leads are in your LeadTable account and ready to work with. ✔️

Import leads you’ve already generated straight into LeadTable for your clients, from a CSV file. 🚀📈

CSV upload

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