Allow me to import my leads
It's great that we can enter leads now...but we have hundreds of them and it's a daunting task to create them all manually. It would be fantastic if we could import leads into Matrix in order to ease that pain.
Leads can now be imported just like prospects. We’ve updated the button on the Account List to saw “Import Accounts” and assuming you have the ability to create leads, you will be able to import them as well.
We’ve ever implemented this functionality for Managers so that you can import your purchased lists and have them either assigned to some type of House salesperson or even the individual salespeople on your team depending on how you map your file.
Thanks for sharing, and if you have any questions about this functionality please let me know!
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AdminRyan Moore (Product Owner, Matrix) commented
I am in the process of designing workflow around this. If You'd like to have some input on the process please let me know! I'd love to walk you through our thoughts and allow you the opportunity to provide additional feedback.
Thanks!