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LumaKol
はじめに

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 分Webチームリーダー / 管理者
始める前に
  • A CSV or Excel file with a header row and a mobile-number column
  • Your stages and custom fields set up (optional but recommended)
このガイドを見るチュートリアル 6／20
再生を押したときにだけ、プレーヤーが YouTube から読み込まれます。
  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
    リードを取り込む
    1. ファイルを選ぶ
    .xlsx・.xls・.csv・.tsv · 1ファイル最大50,000行
    2. 列を照合
    • Name名前
    • Mobile携帯番号
    • Budget新しいカスタム項目「Budget」
    3. 割り当てとラベル
    • 後で決める
    • 1人に
    • 均等に分配
  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.

    ヒント: 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
    リスト
    リストリード担当者アップロード日
    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.

完了するとできること

  • 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

関連情報

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