How to Import a Monitored List

How to Import a Monitored List

                   How to Import a Monitored List

This is how you will be able to import a CSV File into samplead

  1. From the home page, click ‘Prospects’ on the left hand side of the screen
Home dashboard with the Prospects tab highlighted in the left sidebar

  1. From the prospects page, click the purple ‘Import’ button at the top right of the screen, then click ‘From CSV’
Prospects screen with the Import button open and the From CSV option highlighted

  1. Make sure your file matches the same headings and titles as this example
CSV upload file with the required column headings highlighted: Name, Title, Company, Email, LinkedIn URL and Company LinkedIn URL

  1. Upload or drag your file into the designated box.
Import prospects from CSV dialog with the campaign selected and the file upload area highlighted

  1. Click Continue
Import prospects from CSV dialog with the file attached and the Continue button highlighted

  1. Preview the information and if it is right , hit ‘Import’
Preview the first prospect dialog, listing name, title, company, email and LinkedIn URLs before importing

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