Telemarketing Data Creation
How to Prepare and Upload Telemarketing Data
Note: If you do not use telemarketing, you can skip this section.
Import contacts using the LionCRM.IN CSV template, assign them to your telemarketing team and verify the records.
Open Telemarketing Data Creation
Under Contacts, select “TeleMarketing Data Creation”.
Click the screenshot to view at full size.Choose Import from Excel
Click “Import from Excel” in the upper-right corner.
Click the screenshot to view at full size.Download the Sample CSV File
In the import window, download the CSV template. Use this template to prepare the data in the required format.
Click the screenshot to view at full size.Prepare the CSV File
Open the downloaded template in Excel, enter the telemarketing contacts in the corresponding columns, and save it as a CSV file.
Click the screenshot to view at full size.Choose the Completed File
Click “Choose File” and select your completed CSV file.
Click the screenshot to view at full size.Assign Data to Telemarketers
Read the assignment warning. Use the appropriate employee codes in the CSV to assign contacts to a particular telemarketer, or select the available assignment option for multiple employees.
Click the screenshot to view at full size.Verify the Uploaded Data
After the import completes successfully, open “Tele Data List” and check that the uploaded contacts appear correctly.
Click the screenshot to view at full size.Important Points
- Use the CSV template downloaded from LionCRM.IN.
- Check employee codes before assigning contacts.
- Read the assignment warning before confirming the import.
- Skip this section if your organisation does not use telemarketing.
Need help? Nissi Infotech Support: 90037-44644 / 98422-44488