RevenueLancer

Lead Capture · Checklist

Lead Import Checklist

Prepare clean sales data and verify the supported CSV mapping before importing.

3 min read

Before import

Check the current import screen and its supported fields. This worksheet prepares your data; it does not imply that every column or ownership value can be imported automatically.

After the sample

Review the actual import result, including any skipped or failed rows. Verify contact details, source and ownership on the imported records before continuing.

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PUT IT INTO PRACTICE

Put a better sales process into practice.

Bring lead capture, ownership, follow-ups, pipeline progress, recovery and source visibility into one connected sales operation.

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