BACKGROUND
Keeping track of potential clients, also known as Leads, is a key part of any successful sales system. ConstructionOnline Lead Tracking allows your company to easily manage Leads, monitor your sales pipeline, and onboard new clients with ease. ConstructionOnline provides multiple methods of adding new Leads to your company's sales pipeline—including an option to directly import multiple Leads from Excel to ConstructionOnline.
THINGS TO CONSIDER
- Leads in ConstructionOnline can contain the following fields:
- First Name, Last Name, Company Name, Email Address, Street Address, City, State, Zip Code, Phone Number, Mobile Phone Number, Website Address, Lead Status, Lead Stage, Lead Value, Probability, Source, Type, Quality, Sales Representative Email Address, Contact Group, Contact Category, Office, Division, Region, and Trade.
- Each imported Lead is required to have a First Name, Last Name, and valid Email Address; all additional fields are optional.
- First Name, Last Name, Company Name, Email Address, Street Address, City, State, Zip Code, Phone Number, Mobile Phone Number, Website Address, Lead Status, Lead Stage, Lead Value, Probability, Source, Type, Quality, Sales Representative Email Address, Contact Group, Contact Category, Office, Division, Region, and Trade.
- Leads must be imported using the Excel template provided by ConstructionOnline.
- The template structure should not be edited. Any changes to the template will cause the import to fail.
- Company Users must have permissions for Lead Tracking set as "Can Create, Edit, & Delete" to import Leads from Excel.
- Company Users with permissions for Lead Tracking set as "Can View" or "Cannot View" will not be able to add any new Leads, including importing multiple leads from Excel.
- Since Leads are also considered to be a type of Contact in ConstructionOnline, Leads are visible in both Lead Tracking AND Contacts.
- Leads cannot be imported using the ConstructionOnline Mobile App.
HOW TO IMPORT LEADS FROM EXCEL
- From the Lead Pipeline, select the grey three dot menu and choose the Import Leads from Excel option.
- Click Download Excel Template to download the Import Leads Template provided by ConstructionOnline.
- After opening the downloaded template, enter your Leads into the template and save the file.
- Required fields must be completed before importing; all other fields are optional.
⚠️ Important: Leads will not be imported successfully if the Template is edited in any way!
- Required fields must be completed before importing; all other fields are optional.
- Navigate back to the Import Leads window and select Choose File. Using your device's' file manager, locate the template file.
- Click the blue Import button to import your Leads.
- If the import is successful, the page will automatically refresh and display the imported Leads.
- A failed import will trigger a pop-up message containing the reason(s) why the import failed. For example:
ADDITIONAL INFORMATION
- Subscription Level: Lead Tracking is available for all companies using ConstructionOnline subscriptions at the Team, Business, and Enterprise level.
- ConstructionOnline's Sales Management tools are also available as a Per-Company Add-On for all other plans.
- Permissions: Admin Users and Company Users with "Can Create, Edit, and Delete" permissions for Lead Tracking can import Leads from Excel.
- CO™ Mobile App: The Lead Tracking feature is available via the mobile app for viewing and managing Leads. Importing Leads, however, requires browser access to ConstructionOnline.
HAVE MORE QUESTIONS?
- Frequently asked questions (FAQ) about Leads & Lead Tracking can be found in the article FAQ: Lead Tracking.
- If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.