Uploading existing customer lists
Of course, you might already have a list of customers, competitors & suppliers relevant to your business that aren’t set up in your GatorLeads platform. To make sure GatorLeads doesn’t track these as new lead opportunities, you can upload a .CSV file of your current lead types.
To do this, go to Admin – System Admin – Upload Companies
You’ll be taken to a page that looks like this:
Below is one of our Whatfix flows, walking you through uploading existing customer lists.
Please maximise the video screen to see the full flow
How to upload existing customer lists
Simply select the type of list you would like to upload (for example a list of competitors) and if you need to, assign it to a GatorLeads user. Then decide if you would like an email to be sent to you confirming what has been uploaded to GatorLeads.
Once you’ve selected a type of lead list you would like to upload, you’ll be asked to drop the files into your GatorLeads platform:
Once you’ve done that, your current lead types will be uploaded into your GatorLeads platform and will track as the particular lead type you’ve uploaded!