Description: It is possible to bulk upload the lead source.
Benefit: Lead sources in the portal can be created more quickly, allowing you to save time and increase efficiency in managing your leads.
Navigation
- Navigate to the Pipeline module.
- Select the three dots in the top right corner and select Lead Source.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145838/image2-5.png)
- Click on Upload Lead source.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145834/image6-1-1024x497.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145836/image4-4.png)
- Select and upload the file.
Note– The lead source can be uploaded as a CSV or Excel file.
The mandatory InsuredMine field for uploading the lead source is “lead source name.” It cannot proceed to the next step without mapping this field.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145837/image3-3.png)
Note: The criteria below indicate whether a new lead source will be generated or whether the current lead source will be updated.
- A new lead source is created when the name differs from the current lead source while the email and phone number remain the same.
- A new lead source will also be created if the email is different from the existing lead source, but the name and phone number are the same.
- The existing lead source will be updated if the email address and name are identical to those in the existing lead source, but the phone number differs.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145831/image1-7.png)
- When the upload is finished, a success message and an email notification that it was successful.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145830/image7-2.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145835/image5-3.png)