How to import leads
You can bring existing leads into DevSphere OS in bulk instead of adding them one by one.
#When to use this
Use this when moving from another tool or adding a batch of prospects at once.
#Step by step
1
Open the Leads area
Go to Leads and find the import option.
2
Provide your lead data
Follow the import flow to bring in your list.
3
Review the results
Confirm the imported leads look correct and assign owners.
#Expected result
What you should see
Your leads appear in the Leads list, ready to qualify and assign.
#Common mistakes
- Importing duplicates that already exist.
- Not assigning owners after import, so leads sit untouched.
#Troubleshooting
| If this happens | Try this |
|---|---|
| Some leads did not import | Check the data for formatting issues and re-import the missing rows. |
| Duplicates appeared | Review and merge or remove duplicate records. |
#Best practices
- Clean your data before importing.
- Assign owners right after importing.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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