Importing leads into FranFunnel is a fairly new feature, so please excuse us if you feel that the process is a little specific.
The first thing you'll need to do is create a .CSV file with the leads you'd like to upload. A template of this spreadsheet can be found here.
In the first row of the document, you'll need to put the headings of each of the columns. The available fields are:
- first: First Name
- last: Last Name
- name: (Optional) Combined Name
- email: Email Address
- phone: Phone Number
- franchise: Franchise Name
- address: Street Address
- city: City
- state: State
(All field names need to be lowercase)
Then just include the lead information you want to upload in rows 2+ of the CSV.
After saving the CSV, navigate to the menu on the desktop and click the "Import Leads" button. (Here's the link: https://app.franfunnel.com/leads/import)
Click on the "Click To Browse" button, and your leads will be added to your FranFunnel.
N.B. Currently, we do not offer automation for the leads added this way. If you'd like to communicate with these leads via SMS, then you'll need to enter and send those messages manually.