Knowledge and Support Center

Upload Leads

Once the lead file has been populated:

  1. Select Upload Leads at top of the source page. All uploaded lead files must be .csv or .xlsx.

Drag your file into drop-box or select file from your computer.

    3. Select Upload. A dialogue box will pop up stating “Your leads are being processed!” You will be notified via email when processing is complete.

    4. Select Close.    

    5. Refresh your browser to see updates to Source Progress at the top of the Source page.

    Tip: Be sure to add the email address from the response file ( as a trusted sender so it doesn’t go to spam.

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