Import leads and assign them
Upload the sheet your team already uses, map its columns, skip duplicates and invalid numbers, and deal the leads out to agents.
- A CSV or Excel file with a header row and a mobile-number column
- Your stages and custom fields set up (optional but recommended)
- 1
Choose the file
Leads → Import. Drop a .xlsx, .xls, .csv or .tsv file up to 50,000 rows. The first row must be column headings. Rows detected are shown before anything is saved.
lumakol.com/app/app/leads/importИмпорт лидов1. Выберите файл.xlsx, .xls, .csv или .tsv · до 50 000 строк в файле2. Сопоставьте столбцы- NameИмя
- MobileНомер телефона
- BudgetНовое поле «Budget»
3. Назначьте и подпишите- Решить позже
- Один человек
- Поделить поровну
- 2
Match the columns
LumaKol matches common headings automatically. Confirm which column is the mobile number (required), name and email; map extras to lead fields such as company, city, source or stage; turn any other column into a new custom field — or skip it.
Совет: Numbers without a country code are read using your organisation’s country. Mixed international lists should include the + prefix. - 3
Assign and label
Decide later (leads stay unassigned), one person, or split evenly across the people you tick. Give the sheet a source label such as “Expo walk-ins Sep” — it becomes the lead source you will see in reports.
- 4
Review what was skipped
Duplicates (same number already in the workspace) and rejected rows (invalid numbers, unknown stages or owners) are counted and listed. Fix the sheet and re-import only the rejected rows if needed.
Is the number already in the workspace?Skipped as duplicateThe existing lead keeps its owner and historyImportedAssigned per your choice; source label appliedDuplicate check on every row - 5
Track the list afterwards
Leads → Lists shows every upload with how many leads it still holds, who they sit with, and open / won / overdue counts. Reassign a whole sheet or remove a wrong upload in one step.
lumakol.com/app/app/leads/sheetsСпискиСписок Лиды Назначено Загружено expo-walkins.xlsx 312 Split evenly · 4 Sep 12 portal-leads-sep.csv 146 Anita Rao Sep 15 - 6
Add single leads and hand them out
Leads → Add lead for walk-ins and referrals. Use the filters (stage, owner, follow-up) and bulk Assign on the Leads page whenever workloads need balancing.
Что у вас будет в итоге
- Leads imported with duplicates and invalid numbers screened
- Every lead assigned or deliberately left for later
- Lists you can reassign or remove as a unit
По теме
- ПродуктФункцииВсё, что умеет LumaKol, экран за экраном
- СтатьяHow to import leads from Excel without importing a mess
- РуководствоAutomate lead handling with rules
Напишите в поддержку — на каждое сообщение отвечает человек в течение одного рабочего дня.
Написать в поддержку
