Uploading leads into opentaps CRM

Last week I wrote about an easier way to load your organization’s data into opentaps.   Now we also have an easier way for your salespeople to load sales leads into the opentaps CRM module.

Under the “Leads” tab of opentaps CRM, you will now see a new link for “Upload Leads.”   This will take you to the screen where you can upload a spreadsheet of your sales leads, including their name and contact information:

screen-shot-2010-07-22-at-41404-pmThere’s not much more to it: filling your contacts’ information, go to the screen, and upload them.  There’s an example of this spreadsheet in opentaps, and you can read more about it on the manual page for uploading leads.

Comments are closed.