Adding Leads into Buildout

Have more questions? Submit a request

After creating a listing in Buildout, you can add any associated leads via the Leads tab within the listing. This can be done in two different ways:

Manually Entering Leads

To manually enter a lead, click on the green New Lead button and enter any relevant information into the pop-up. Click "Save" to formally create the lead.


Importing Leads

If you would like to add a large number of leads from a spreadsheet, you may import them via the Leads tab as well. Click on Actions > Import to be taken to the Leads Importer feature. From there, you can upload your formatted spreadsheet and match the fields before running the import. Once the import job is complete, the leads should appear under the Leads tab.


Articles in this section

Was this article helpful?
0 out of 0 found this helpful