Close Leads - Upload File

Upload file

Select the File type that you are about to upload.

Three file types are supported:

DNCR List with indicators

This is a standard DNCR file returned after a wash. You can upload this file to automatically close leads which are now on the DNCR list.

List of phone numbers that are to be closed

This is a list that you may have created yourself or may have come from an internal database.

The file will contain one or more columns which will contain a phone no. On uploading the list these phone no.s will be matched against each of the phone number fields a lead has and if any match the lead will be closed.

List of phone numbers that are to remain open

This is a list that you may have created your self or may have come from an internal database.

The file will contain one or more columns which will contain a phone no. (one per row). On uploading the list these phone no.s will be matched against each of the phone number fields a lead has and only leads which match on at least one phone field will be held open.