To start, you'd need to gather your leads and put them into an excel spreadsheet.
To start, you'd need to give your sheet matching columns to our system. The required fields are -
(the name of the actual colum is within the brackets)
However, you can include as many fields as you like and map them accordingly. I will go into this later.
Once your excel sheet is complete, depending on the level of your information, it should look something similar to this -
The next step would be to log into weopportunity, click import leads and upload the excel file -
When your excel file is loaded, initially everything will be in red. This is perfectly normal. The next step would be to fill out the following fields -
You can do so by clicking on the drop down -
Once the fields are selected, the text will turn to black. This will mean that all of the information is correctly entered.
The last step would be to select a pass option. You can pass to a sales person, an office or a pass group.
Once that is selected, click on import!
I attached a template that you can use and go off of below -