{"id":1377,"date":"2024-05-25T20:41:13","date_gmt":"2024-05-25T20:41:13","guid":{"rendered":"https:\/\/maplecrm.com\/blog\/?p=1377"},"modified":"2024-10-03T05:55:36","modified_gmt":"2024-10-03T05:55:36","slug":"1000s-of-leads-1-click-action-to-upload-in-crm","status":"publish","type":"post","link":"https:\/\/maplecrm.com\/blog\/1000s-of-leads-1-click-action-to-upload-in-crm\/","title":{"rendered":"1000s of leads- 1 click action to upload in CRM"},"content":{"rendered":"\n<p class=\"has-luminous-vivid-orange-color has-text-color has-large-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#254995\" class=\"has-inline-color\">Maple <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-contrast-color\">CRM<\/mark><\/strong> feature:  Upload, Reassign or Add Remarks to leads with &#8216;<strong>Bulk Actions<\/strong>&#8216;.<\/p>\n\n\n\n<figure class=\"wp-block-image alignfull size-large\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/21.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/21-1024x535.png\" alt=\"\" class=\"wp-image-1378\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/21-1024x535.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/21-300x157.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/21-768x401.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/21.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p style=\"font-size:20px\">Using a CRM for lead management doesn&#8217;t stop it&#8217;s limits at only changing the status and adding reminders. A CRM software must be good enough to facilitate upload of leads from database. <\/p>\n\n\n\n<p style=\"font-size:20px\">And that too, quickly and error-free.<\/p>\n\n\n\n<p style=\"font-size:20px\">Uploading leads from a database can be of major advantage where<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:20px;line-height:1.5\"><strong>Cold calling to be begun for seeking sales prospects  <\/strong><\/li>\n\n\n\n<li style=\"font-size:20px;line-height:1.5\"><strong>Past customers\/prospects leads to be re-connected<\/strong> <\/li>\n\n\n\n<li style=\"font-size:20px;line-height:1.5\"><strong>Call\/ Email to be sent to thousands of prospects for promotion<\/strong><\/li>\n<\/ul>\n\n\n\n<p style=\"font-size:20px\">Maple CRM empowers and enhances this process with it&#8217;s one of the meritorious features- &#8216;<strong>Bulk<\/strong> <strong>Upload<\/strong>&#8216;.<\/p>\n\n\n\n<p>Majorly 4 actions can be fulfilled when it comes to the arduous task of uploading 1000s of leads:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li style=\"font-size:27px\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#252dd4\" class=\"has-inline-color\">Upload leads and Field Mapping<\/mark><\/strong><\/li>\n\n\n\n<li style=\"font-size:27px\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#252dd4\" class=\"has-inline-color\">Duplicate check<\/mark><\/strong><\/li>\n\n\n\n<li style=\"font-size:27px\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#252dd4\" class=\"has-inline-color\">Re-assign<\/mark><\/strong><\/li>\n\n\n\n<li style=\"font-size:27px\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#252dd4\" class=\"has-inline-color\">Add remarks<\/mark><\/strong><\/li>\n<\/ol>\n\n\n\n<p style=\"font-size:20px\">Let&#8217;s deep dive and check the actions and their practical usage:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized has-custom-border is-style-default\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/22.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/22-1024x535.png\" alt=\"Maple CRM bulk upload actions\" class=\"wp-image-1379\" style=\"border-width:1px;border-radius:56px\" width=\"854\" height=\"446\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/22-1024x535.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/22-300x157.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/22-768x401.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/22.png 1200w\" sizes=\"auto, (max-width: 854px) 100vw, 854px\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li style=\"font-size:30px\"><strong>Bulk Upload and field mapping<\/strong><\/li>\n<\/ol>\n\n\n\n<p style=\"font-size:20px\">Leads present in contacts database can be converted into .csv format and can be uploaded in one go in the CRM software.<\/p>\n\n\n\n<p style=\"font-size:20px\">Once uploaded, the CRM will pick up the column headings in the first row of the .csv sheet. These headings will be considered as fields in the CRM software.<\/p>\n\n\n\n<p style=\"font-size:20px\">These fields can be mapped exactly with the data fields in the CRM so that no data is missed and any difference in nomenclature does not cause errors.<\/p>\n\n\n\n<p style=\"font-size:20px\">Example: If the .csv file contains 3 columns- Lead Name, Contact no. &amp; Location and in CRM software the data fields names are &#8216;Name&#8217;, &#8216;Mobile No,&#8217; and City- Field Mapping of each heading in the original file can be done against data fields in the CRM software such that the data goes this way-<\/p>\n\n\n\n<p style=\"font-size:20px\">                       Lead Name &#8211;&gt; Name<\/p>\n\n\n\n<p style=\"font-size:20px\">                       Contact No. &#8211;&gt; Mobile No.<\/p>\n\n\n\n<p style=\"font-size:20px\">                       Location  &#8211;&gt; City<\/p>\n\n\n\n<p>Mandatory fields can be configured in field mapping. There is also a provision of &#8216;ignoring the field&#8217; if the original file consists of any field which need not be filled in the CRM software.<\/p>\n\n\n\n<p>This way, the entire lead form and data entry can be customized as per the requirement.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized has-custom-border\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/20.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/20-1024x535.png\" alt=\" Bulk upload of leads\" class=\"wp-image-1380\" style=\"border-width:1px;border-radius:30px\" width=\"781\" height=\"408\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/20-1024x535.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/20-300x157.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/20-768x401.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/05\/20.png 1200w\" sizes=\"auto, (max-width: 781px) 100vw, 781px\" \/><\/a><\/figure>\n\n\n\n<p style=\"font-size:30px\"> 2. <strong>Duplicate Check<\/strong><\/p>\n\n\n\n<p>When there&#8217;s an upload of bulk leads from a sheet, we can&#8217;t rule out the possibility of duplicates to get entered in the system.<\/p>\n\n\n\n<p>A CRM software must be capable enough to nip this issue in the bud by having duplicates checked and action taken right at the uploading stage.<\/p>\n\n\n\n<p>Maple CRM addresses this concern with a &#8216;Duplicate Check&#8217; option during bulk uploading. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:25px\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#f5930b\" class=\"has-inline-color\">Configurable Duplicate Check base points-<\/mark><\/strong><\/li>\n<\/ul>\n\n\n\n<p>User can set on what basis do they want to check the duplicate leads. It can be on the basis of Contact Number, Email ID or any other custom field.<\/p>\n\n\n\n<p>Uploaded leads are checked against these fields and action is taken accordingly.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:25px\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#f5930b\" class=\"has-inline-color\">Configurable Actions to be taken on duplicate leads-  <\/mark><\/strong><\/li>\n<\/ul>\n\n\n\n<p style=\"font-size:20px\">User can choose what action to be taken if any lead is found duplicate. This action is automatic and applied immediately on the duplicate leads. Actions can include:<\/p>\n\n\n\n<p style=\"font-size:20px\">                         <strong>  Reject Duplicate Leads<\/strong><\/p>\n\n\n\n<p style=\"font-size:20px\">                           <strong>Keep Leads but Notify the Lead Owner<\/strong><\/p>\n\n\n\n<p style=\"font-size:20px\">                           <strong>Any other system-defined action<\/strong><\/p>\n\n\n\n<p style=\"font-size:20px\">An<strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#2545d2\" class=\"has-inline-color\"> <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-contrast-color\">error report<\/mark><\/strong> too is generated automatically, listing all the duplicate leads and the field on which the duplicity was found. Thus a flawless lead bulk upload is ensured by Maple CRM.<\/p>\n\n\n\n<p style=\"font-size:30px\"><strong><mark style=\"background-color:#ffffff\" class=\"has-inline-color\">3. Re-assign Leads<\/mark><\/strong><\/p>\n\n\n\n<p style=\"font-size:20px\">Consider a case when 1000 leads are bulk uploaded but now need to be distributed among 10 executives to take them ahead.<\/p>\n\n\n\n<p style=\"font-size:20px\">How difficult and time consuming would it be if the leads need to be re-assigned one by one!<\/p>\n\n\n\n<p style=\"font-size:20px\">Maple CRM smoothens and quickens this process by providing:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li style=\"font-size:20px;line-height:2.5\"><strong>Selection of multiple leads and reassigning to one or many executives<\/strong><\/li>\n\n\n\n<li style=\"font-size:20px;line-height:2.5\"><strong>Even distribution of leads among multiple executives<\/strong><\/li>\n\n\n\n<li style=\"font-size:20px;line-height:2.5\"><strong>Drop down list for re-assigning of only those executives meant to handle leads based on category<\/strong><\/li>\n<\/ol>\n\n\n\n<p style=\"font-size:20px\">Re-assigning of leads also gives further more options of retaining the remarks and reminders with original owner or transferring them to the new owner.<\/p>\n\n\n\n<p style=\"font-size:20px\">New owner of the leads gets instant notifications when leads are assigned to them.<\/p>\n\n\n\n<p style=\"font-size:20px\">This way, in just a few clicks, multitude of leads can be very well organized, assigned to respective users and can be properly channelized for nurturing.<\/p>\n\n\n\n<p style=\"font-size:30px\"><strong>4. Add Remarks<\/strong><\/p>\n\n\n\n<p style=\"font-size:20px\">Maple CRM is enriched with small but most useful features enhancing the overall User Friendliness of the system.<br>One such feature is &#8211; addition of remarks in bulk. This can be best explained with an example:<\/p>\n\n\n\n<p style=\"font-size:20px\">Consider a case where 1000 leads are added. Distributed evenly among 2 executives. Out of these, we want each executive to call 500 leads and email the other 500 leads. Both executives have to perform this action. <\/p>\n\n\n\n<p style=\"font-size:20px\">But leads for calling and leads for emailing have to be ear-marked individually.<\/p>\n\n\n\n<p style=\"font-size:20px\">Manually doing this is<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:25px;font-style:normal;font-weight:600\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#f7a205\" class=\"has-inline-color\">Error Prone<\/mark><\/li>\n\n\n\n<li style=\"font-size:25px;font-style:normal;font-weight:600\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#f7a205\" class=\"has-inline-color\">Time Consuming<\/mark><\/li>\n\n\n\n<li style=\"font-size:25px;font-style:normal;font-weight:600\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#f7a205\" class=\"has-inline-color\">Confusing<\/mark><\/li>\n<\/ul>\n\n\n\n<p style=\"font-size:20px\">Easiest way- put up a remark right in the lead details so that it&#8217;s impossible for anyone to miss it, saves tons of time and practically exhibits ZERO errors possibility.<\/p>\n\n\n\n<p class=\"has-background\" style=\"background-color:#adcbf4;font-size:25px\"><strong>Maple CRM: <\/strong>The best and the most user friendly platform for EFFECTIVE management of Sales and Processes.<\/p>\n\n\n\n<p>Connect with us for online demo of the software and get to know how can it be perfectly tailored for your business!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-75 has-custom-font-size\" style=\"font-size:24px\"><a class=\"wp-block-button__link has-white-color has-luminous-vivid-orange-background-color has-text-color has-background wp-element-button\"><strong>Schedule Demo<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p>Quick connect: info@maplecrm.com      |           www.maplecrm.com         <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maple CRM feature: Upload, Reassign or Add Remarks to leads with &#8216;Bulk Actions&#8216;. Using a [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[535,539,534],"tags":[7,3,70,16,36,6],"class_list":["post-1377","post","type-post","status-publish","format-standard","hentry","category-crm-software","category-immigration-crm","category-software-for-business","tag-crm-application","tag-crm-software","tag-crm-software-india","tag-customer-management-software","tag-lead-management","tag-web-based-crm-software"],"_links":{"self":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1377","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1377"}],"version-history":[{"count":4,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1377\/revisions"}],"predecessor-version":[{"id":2057,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1377\/revisions\/2057"}],"wp:attachment":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1377"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1377"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1377"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}