Tricks That'll Make You a Tele-sales Rockstar
make sure you have gone through Previous lessons before this!
step 1 – on the left-hand side of the web app, click on add lead.
step 2 – select bulk upload and click on upload excel.
step 3 – chose an excel sheet and click on open.
step 4 – then map the excel columns from the left side to TeleCRM fields on the right.
step 5 – then TeleCRM will check for duplicates, you can choose three options for duplicate handling
(download the list of duplicates and continue with the Unique leads) recommended
step 6 – select the executive to whom you wanna assign the leads then select the %percentage of assignment.
Step 7 – name the list (this becomes your campaign name) and click on upload
you have successfully uploaded an excel sheet with your configured lead Distribution!
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