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How do I Import Leads into PestPac?

Last Updated: Feb 19, 2018 01:54PM EST

PestPac allows for the import of leads into the lead dashboard via a spreadsheet. The spreadsheet must be saved in CSV format and contain data with specific column headings. A sample spreadsheet for you to add your data to is attached to this article. 

Imported leads will enter as unassigned and must be qualified to be assigned to a salesperson and workflow.

Once your spreadsheet is ready, follow these steps to import your leads into
PestPac 


1. Click the Quick Links button.



 

 
2. Click Leads


 
 

 

3. Select "Import Leads". 



 



4. Select "Choose File to Import" and locate the file on your computer. 



 



5. The screen will reload and give a report of the import status, total number of leads added, and any errors that were reported. 



 

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