Importing Leads into BDM


 

 

This article will run through how to import leads into IRE BDM. 

 

1. To access the Lead Importer, Navigate to IRE BDM > Tools > Leads Importer.  

 

2. The Upload Actions menu helps you navigate through the import process.  A screenshot of a computer

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3. To upload your lead template, click on the Select a CSV File or drag and drop the file into the grey box. A screenshot of a computer

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4. Once Uploaded allocate the following, once completed click on Upload Leads 

Please note that during the import process, any duplicate leads will be merged, and a corresponding note will be added to the contact/history. It is crucial to review all lead data thoroughly to ensure accuracy and completeness, as specific information, such as email addresses, will be overwritten.

 

Unvalidated Leads 

The Unvalidated Leads Action Menu lets you select the following: 

After the leads are uploaded, you need to check your Unvalidated Leads.  This will help you ensure for example the mobile numbers and emails are correct. You are also able to edit the lead in this section before the final upload. Once the information is valid and you save, this will take them to the Validated Leads Tab. 

 

Validated Leads 

The Validated Leads Action Menu allows you to do the below.  

You can review and edit all the information on the Validated Leads Page before you complete the upload.