How to Import Multiple Leads into AgentRoof CRM

Follow these steps to import multiple leads into AgentRoof CRM using a CSV file. 
 Steps 
 
 
 Log in to AgentRoof CRM. 
 
 
 From the left-hand menu, click CRM . 
 
 
 Click the three-dot More option in the Leads toolbar and select Import . 
 
 
 Under Select From , choose the appropriate import option: 
 
 
 Direct Import 
 
 
 Facebook Import 
 
 
 
 
 Click the blue Given Format link to download the sample CSV file for the selected import type. 
 
 
 Open the downloaded CSV file. 
 
 
 Enter the lead information in the corresponding columns. 
 
 
 Direct Import Fields 
 For Direct Import, complete the following fields: 
 
 
 Name 
 
 
 Phone Number 
 
 
 Email ID 
 
 
 Tags 
 
 
 Source 
 
 
 Stage 
 
 
 Notes 
 
 
 Field Requirements 
 
 
 Each lead must have a valid name. 
 
 
 Provide at least one contact method: a phone number, an email address, or both. 
 
 
 Phone numbers must be valid 10-digit numbers without country codes or brackets. 
 
 
 To add multiple phone numbers, separate them using a comma and a space. The first phone number will be used as the primary phone number. 
 
 
 Email addresses must be entered in a valid format. 
 
 
 To add multiple email addresses, separate them using a comma and a space. The first email address will be used as the primary email address. 
 
 
 To assign multiple tags, enter them as comma-separated values. 
 
 
 If no tag is provided, no tag will be assigned during import. 
 
 
 If the Stage field is left blank, the lead will be assigned the default stage Lead . 
 
 
 If the Source field is left blank, the lead will be assigned the default source Import . 
 
 
 Facebook Import Fields 
 For Facebook Import, the CSV file must contain the following columns: 
 
 
 id 
 
 
 created_time 
 
 
 ad_id 
 
 
 ad_name 
 
 
 adset_id 
 
 
 adset_name 
 
 
 campaign_id 
 
 
 campaign_name 
 
 
 form_id 
 
 
 form_name 
 
 
 is_organic 
 
 
 platform 
 
 
 full_name 
 
 
 phone_number 
 
 
 email 
 
 
 
 
 Save the completed CSV file. 
 
 
 Return to AgentRoof CRM and upload the file. 
 
 
 Submit the import request. 
 
 
 Result 
 The import process will run in the background. A confirmation message will be displayed when the file is successfully added to the queue. 
 Once the import process is complete, an email notification will be sent to your registered email address indicating the import status. 
 
 
 Successful imports will display the number of leads imported. 
 
 
 Failed imports will include the corresponding error details. 
 
 
 You can view the imported leads from the Leads section in AgentRoof CRM. 
 You have successfully imported multiple leads into AgentRoof CRM.