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/importNhập khách1. Chọn tệp.xlsx, .xls, .csv hoặc .tsv · tối đa 50.000 hàng mỗi tệp2. Khớp cột- NameTên
- MobileSố di động
- BudgetTrường tùy chỉnh mới “Budget”
3. Phân công và gắn nhãn- Quyết định sau
- Một người
- Chia đều
- 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.
Mẹo: 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/sheetsDanh sáchDanh sách Khách Phân công cho Đã tải lên 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.
Kết quả bạn có được
- 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
Liên quan
- Sản phẩmTính năngMọi thứ LumaKol làm được, theo từng màn hình
- Bài viếtHow to import leads from Excel without importing a mess
- Hướng dẫnAutomate lead handling with rules
Gửi tin nhắn cho bộ phận hỗ trợ — mọi tin nhắn đều được một người thật trả lời trong vòng một ngày làm việc.
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