Importing Leads into WeOpportunity

This is a quick article to run you through the process of importing leads into WeOpportunity.

On the left hand side of the screen, select the "Import Utility" option -


1. Click Import Leads
2. Select Upload Excel File
3. Fill out the Lead Source, Lead Origin, Market, Sale Type
4. Under Pass options select Sale Person
5. Select the sales person you'd like the leads to be passed to
6. Click Import


Attached is a template excel file you can use


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.