How to Import Leads Using a CSV File

Walmeric

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Delio, Lead Management offers users various options for importing leads or prospects. Among them is the ability to upload lists using CSV files.

 

In addition, you can:

  1. Customize the import by assigning each field (column) to a specific tag—pre-existing or new—within a tag group.
  2. Include tracking values such as URL, campaign, traffic source, provider, action type, or creative.

 

Discover the step-by-step process in the following video:

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