How to Import Leads Into Salesforce

With a stronger pipeline of leads, you will definitely realize income increase in your business. Basically, a lead is a prospect interested in the company and lead management will help all your telesales or inside opportunity teams in qualifying leads before they have passed them into sales. The sales reps will have instant access to latest prospect and prevent leads from ever dropping. You can import leads into Salesforce, create them manually, or even capture them automatically from your websites. Moreover, you can assign leads automatically using the assignment rules depending on their source the geography and other attributes. Lastly, you will convert any lead you identify as a real sales opportunity into a contact, an account or an opportunity.

Preparing to Import Leads Into Salesforce

You will import leads easily and faster when you are working as the administrator so that you won’t have to find the administrator and tell them exactly what you are doing. And even though you can import 50,000 leads, you should test the import with around five leads to be sure of what you are doing.

After you have imported the test data, review the new leads records to ensure that they contain the necessary information that you want to bring in. Delete all the test records, refine your import file and run through your final import.

If you are a new salesperson who has gotten many leads from a competitor and want to upload them into the CRM system of the new company, hold up. Dumping in lots of un-reviewed data in the CRM system is not advisable. In other words, you will be moving potential dirty data into your new home. Take a measured approach and target at least 50 companies. Select leads from this company and uploads them first. You should then try to broaden the range slowly.

An Easier Way of Importing Leads Into Salesforce

To import leads into Salesforce, start by preparing a list of names. Click on the Manage Members drop down button and Click on Add Members. This way you will import File on that page of the campaigns you are trying to update. Then click on Salesforce Import Leads, click Browse and select the import files.

Select lead source and then followed by assignment rule to assign your leads. Another idea would be to use the assignment rule setting in notifying any new record owner. For the leads with the blank or those with invalid statuses you can select default member status.

Choose a character encoding of the import file even though most users don’t alter the default setting. You can also choose to trigger the workflow rules for the updated and the new records or to trigger the workflow rules for any new campaign member. The option can only available for individuals who have activated the New Campaign Member Creation Behavior. Click Next. Map the Salesforce member’s status field and campaign member custom fields to import file and click Next. Click Import Now.

The Required Fields

All Salesforce objects feature some required fields which also depend on import tool and it’s important to note that the import fails when they aren’t included. You should add the Lead Status, the Company, and the Last Name during the leads import. This way you will benefit from the Salesforce mass email.

With prebuilt Salesforce CTI integration, you will be able to import leads into Salesforce, revolutionize your workflow and maintain the flexibility necessary in any customization. You will automatically log all outbound and inbound calls in Salesforce and enable your Salesforce team to click to call.

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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