Google PlayApp Store
LumaKol
Memulai

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.

8 menitWebKetua tim / admin
Sebelum memulai
  • A CSV or Excel file with a header row and a mobile-number column
  • Your stages and custom fields set up (optional but recommended)
Tonton panduan iniTutorial 6 dari 20
Pemutar dimuat dari YouTube hanya saat Anda menekan putar.
  1. 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/import
    Impor prospek
    1. Pilih file Anda
    .xlsx, .xls, .csv, atau .tsv · hingga 50.000 baris per file
    2. Cocokkan kolom
    • NameNama
    • MobileNomor ponsel
    • BudgetKolom kustom baru “Budget”
    3. Tugaskan dan beri label
    • Putuskan nanti
    • Satu orang
    • Bagi rata
  2. 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.

    Tips: Numbers without a country code are read using your organisation’s country. Mixed international lists should include the + prefix.
  3. 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. 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 duplicate
    The existing lead keeps its owner and history
    Imported
    Assigned per your choice; source label applied
    Duplicate check on every row
  5. 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/sheets
    Daftar
    DaftarProspekDitugaskan keDiunggah
    expo-walkins.xlsx312Split evenly · 4Sep 12
    portal-leads-sep.csv146Anita RaoSep 15
  6. 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.

Apa yang Anda dapatkan di akhir

  • 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

Terkait

Mulai uji coba gratis
Masih kesulitan?

Tulis ke tim dukungan — setiap pesan dijawab oleh manusia dalam satu hari kerja.

Hubungi dukungan

Panduan terkait

Two colleagues sketching a sales pipeline on a whiteboardSet up your pipeline, call outcomes and fieldsStages describe where a lead is; outcomes describe what happened on a call and what should happen next. Get these right and the app does the paperwork.10 menitWebPemilik / adminSales agent on a call from her mobile in an open-plan officeStart calling from the queueThe queue hands you the next lead — the one most worth calling right now, by its lead score — with the script beside the Call button.4 menitAndroidiPhoneAgenManager reviewing dashboards and charts on a laptopReports: funnel, workload, outcomes, coaching and attendanceWhat each report answers, where the numbers come from, and the ones worth a look every week — including the Coaching view for managers and revenue from quotes.6 menitWebKetua tim / admin

Beri tim Anda CRM yang menangkap setiap panggilan

Siapkan ruang kerja Anda dalam hitungan menit dan mulai tangkap panggilan hari ini.

Buat akun gratis