To add Prospect in bulk, follow the given steps.

Step 1 – Select the “ Import " option from Prospect page.

Step 2– As the download template wizard opens. Click on “ Download Template " button.

Step 3– Now, the CSV file will be downloaded. Input data in your sheet and import it to the system. Here, Columns for First name, Last name and Email are Mandatory. 

Step 4- Now, upload the excel file back to the system. This way you can import as many prospects as you want in bulk.

Was this article helpful?
Thank you!