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Any way to load leads in bulk, separately, for sales people (to save team)?
Hi,

I have two salespeople. One has all leads from A-H,
and the other has I-Z. I'd like to load those files
and designate the owner of the lead as close to
automatically as possible...avoiding having to
manually give an owner to 800 companies.

Should I load A-H and then set the owner to the
first salesperson, then import the second half,
doing the same for the other? Is that easiest, or
is there something better?

Thanks.

Jerry
Hi Jerry,

Quote
Should I load A-H and then set the owner to the
first salesperson, then import the second half,
doing the same for the other
Yes, please note that when you've imported the first half of leads - you can assign responsible to all of these leads: click "for all" at the bottom of the list and choose "assign responsible person" in the actions menu - click Apply.

After you import the second half of leads filter them with "New leads" filter - you will get the llist of leads with unassigned status (imported leads have this status by default).and assign responsible the same way as described above.

Kind Regards,
Yana.
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