LumaKol ಆ್ಯಪ್ ಪಡೆಯಿರಿ

Google PlayApp Storeಶೀಘ್ರದಲ್ಲೇ

ಸೈನ್ ಇನ್ಉಚಿತವಾಗಿ ಪ್ರಾರಂಭಿಸಿ

ಪ್ರಾರಂಭಿಸಿ

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 ನಿಮಿಷವೆಬ್ತಂಡ ನಾಯಕ / ನಿರ್ವಾಹಕ

ಪ್ರಾರಂಭಿಸುವ ಮೊದಲು

A CSV or Excel file with a header row and a mobile-number column
Your stages and custom fields set up (optional but recommended)

ಈ ಮಾರ್ಗದರ್ಶಿ ನೋಡಿಮಾರ್ಗದರ್ಶಿ 6 / 20

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
ಲೀಡ್‌ಗಳನ್ನು ಆಮದು ಮಾಡಿ
1. ನಿಮ್ಮ ಫೈಲ್ ಆರಿಸಿ
.xlsx, .xls, .csv ಅಥವಾ .tsv · ಪ್ರತಿ ಫೈಲ್‌ಗೆ 50,000 ಸಾಲುಗಳವರೆಗೆ
2. ಕಾಲಮ್‌ಗಳನ್ನು ಹೊಂದಿಸಿ
Nameಹೆಸರು
Mobileಮೊಬೈಲ್ ಸಂಖ್ಯೆ
Budgetಹೊಸ ಕಸ್ಟಮ್ ಕ್ಷೇತ್ರ “Budget”
3. ನಿಯೋಜಿಸಿ ಮತ್ತು ಲೇಬಲ್ ಮಾಡಿ
ನಂತರ ನಿರ್ಧರಿಸಿ
ಒಬ್ಬ ವ್ಯಕ್ತಿ
ಸಮಾನವಾಗಿ ಹಂಚಿ
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.
ಸಲಹೆ: 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 duplicate
The existing lead keeps its owner and history
Imported
Assigned per your choice; source label applied
Duplicate 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/sheets

ಪಟ್ಟಿಗಳು

ಪಟ್ಟಿ	ಲೀಡ್‌ಗಳು	ನಿಯೋಜಿಸಿದ್ದು	ಅಪ್‌ಲೋಡ್ ಮಾಡಿದ್ದು
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.

ಕೊನೆಯಲ್ಲಿ ನಿಮ್ಮ ಬಳಿ ಇರುವುದು

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

ಉಚಿತ ಪ್ರಯೋಗ ಪ್ರಾರಂಭಿಸಿ

ಇನ್ನೂ ಸಿಲುಕಿದ್ದೀರಾ?

ಬೆಂಬಲಕ್ಕೆ ಬರೆಯಿರಿ — ಪ್ರತಿ ಸಂದೇಶಕ್ಕೂ ಒಂದು ಕೆಲಸದ ದಿನದೊಳಗೆ ಒಬ್ಬ ವ್ಯಕ್ತಿ ಉತ್ತರಿಸುತ್ತಾರೆ.

ಬೆಂಬಲವನ್ನು ಸಂಪರ್ಕಿಸಿ

ಸಂಬಂಧಿತ ಮಾರ್ಗದರ್ಶಿಗಳು

Two colleagues sketching a sales pipeline on a whiteboard

Set 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 ನಿಮಿಷವೆಬ್ಮಾಲೀಕ / ನಿರ್ವಾಹಕ

Sales agent on a call from her mobile in an open-plan office

Start 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 ನಿಮಿಷAndroidiPhoneಏಜೆಂಟ್

Manager reviewing dashboards and charts on a laptop

Reports: 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 ನಿಮಿಷವೆಬ್ತಂಡ ನಾಯಕ / ನಿರ್ವಾಹಕ

ಪ್ರತಿ ಕರೆಯನ್ನು ದಾಖಲಿಸುವ CRM ಅನ್ನು ನಿಮ್ಮ ತಂಡಕ್ಕೆ ನೀಡಿ

ನಿಮಿಷಗಳಲ್ಲಿ ನಿಮ್ಮ ವರ್ಕ್‌ಸ್ಪೇಸ್ ಹೊಂದಿಸಿ ಮತ್ತು ಇಂದೇ ಕರೆಗಳನ್ನು ಸೆರೆಹಿಡಿಯಲು ಪ್ರಾರಂಭಿಸಿ.

ಉಚಿತ ಖಾತೆ ರಚಿಸಿ