TORCHx gives you the option to import any existing leads you already have directly into your dashboard. This gives you a simple way to make TORCHx the one platform you use to work ALL your contacts. To import existing leads into the dashboard, just follow the steps below.
- Grab your existing leads and get them added to a spreadsheet. Save the spreadsheet as a .xls or .csv file.
*most services will have an option to export your leads directly into a spreadsheet.
- Sign in to your TORCHx dashboard and click Leads -> Bulk Upload.
- Click Select File, find the .xls or .csv file on your computer and double click.
- Type in any tags you want to attach to your leads.
- Select whether or not you'd like to send these leads a Welcome Email.
- Hit Upload & Send Request.
You're all set! Our team will receive your spreadsheet and take care of the rest. Your existing leads will be added to your dashboard shortly.