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Import a list. See what is ready.

You upload a CSV. The portal sorts every row into ready, needs review or blocked before anything reaches your pipeline. Then your team works the list as a campaign.

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harbor-prospects-april.csv · Apr 7

Sample data

Where this sits on the deal

  1. LeadApr 7
  2. RegisteredApr 9
  3. QuotedApr 15
  4. ActiveJun 15
  5. PaidJul 16

How it works

  1. You

    Upload a CSV.

    Say where the leads came from. Large files process in the background, so you can close the window.

  2. You and the portal

    Map and check.

    You match your columns to fields. The portal flags missing data and possible duplicates before anything imports.

  3. The portal

    Import.

    Clean rows go in. Flagged rows wait for your review, and blocked rows stay out.

  4. You

    Work the campaign.

    Add leads to a campaign in bulk and assign them to your reps.

  5. You

    Convert.

    Converting a business lead creates the account, the contact and the opportunity in one step.

On the record

What the portal keeps on every lead.

Source
Where the list came from
Company and contact
Mapped from your columns
Phone
Checked for format
Status
Ready, needs review or blocked
Campaign
The group your team works from
Assigned rep
Who works the lead

What this does not do

  • Bulk import is for agency admins and managers. Sales partners work the leads assigned to them.
  • Import lists you have the right to contact. Canadian anti-spam law applies to outreach.

Bring a real list to the walkthrough call.

Become a partner