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LumaKol
入门

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 分钟网页团队主管 / 管理员
开始之前
  • A CSV or Excel file with a header row and a mobile-number column
  • Your stages and custom fields set up (optional but recommended)
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  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
    导入线索
    1. 选择文件
    .xlsx、.xls、.csv 或 .tsv · 每个文件最多 50,000 行
    2. 匹配列
    • Name姓名
    • Mobile手机号
    • Budget新自定义字段“Budget”
    3. 分配与标记
    • 稍后决定
    • 一个人
    • 平均分配
  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.

    提示: 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
    名单
    名单线索分配给上传时间
    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.

完成后你将拥有

  • 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

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