Importing Leads

  • Updated

Showcase IDX does not support the mass import of leads at this time. We have one option for importing leads from another system.

In your admin account, click on your website name which will drop you right onto your lead dashboard.

From here, you can click the "create a lead" button which will populate a new form with some required fields including First Name, Last Name, and Email Address. The phone field is typically optional. You will also pick the user you would like them to be assigned to.

Once you click "create lead", the lead will be emailed the Lead Sign Up Template welcoming them to your website. The lead will need to visit your website and reset their password to access their account on your website.

 

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