To import leads, navigate to the Leads tab and select the Import button. From there you will be taken to the import screen where you can Download a Sample of the required format for the import to be successful. Next, you will have to review the notes below the sample, then open your downloaded sample.
Then you will update your details by adding the lead's first and last name into the name field then inputting all the information you have on a hand and you can add any relevant tags. If you do not have certain information you can input a placeholder. (Example: -, N/A, etc)
Note: you can add multiple tags within the import file. You just have to use a comma in between each (Example: Workshop, May 2022).
After you have your data entered you will save your file as a CSV file and upload the file into your Enzebra. Then you will have to select the lead Status and Source for the new leads.
You can add any custom statuses or sources by hitting the plus, typing in the data, and then hitting the checkmark to save the new status/source. From there you will select the Responsible (Assignee) for the leads from your list of staff members and then once you are satisfied with the data, select the Import button.