Add Leads to Pipeline from CSV | Voters

Add Leads to Pipeline from CSV

planned

Peter Covill

Feature to add leads to the pipeline from a CSV file. Wouldn't want to be listed as clients, but just prospects.

Created by Zavier Jones

May 1, 2023

Lucas Jans, VP of Product

Merged in a post:

Import Excel Sheet

Kimberly Allen

As a User, I would like to import an excel sheet of clients that aren't in my AMS but who I would like to send communications through via Fuse.

September 4, 2024

Lucas Jans, VP of Product

As part of our effort to improve the Pipeline, we are working on this!

Lucas Jans, VP of Product

marked this post as

planned

We're kicking off this project soon!

Jen Wicks

Absolute must if you want to make it easy for us to convert from other CRMs! Any news on the status of this idea?

Chuck Whitelam

I do have them in my AMS, but would like all prospects uploaded into Attract, not just clients that have an active policy. Not ideal, but if they can't be automatically loaded, then ability to manually upload with excel would be appreciated to add prospects to our automated nurture campaigns.

Jarrica Speidel

This would be amazing to have! I think it would be also great to have a set column format the CSV file or spreadsheet would have to be uploaded in. For example, we want to target prospects 90 days from their expiration date. If we had an expiration date as a column in the spreadsheet to upload into the Pipeline in Fuse, it would be awesome if Fuse could populate that in the expiration field under the prospect's profile so we wouldn't have to enter that information in ourselves. From here, we could automate prospecting campaigns from that expiration date.