Back to leads Excel import preview
Import leads safely Review mapping, validation and duplicates before creating any lead
records. 1 Upload 2 Preview 3 Map fields 4 Validate 5 Import Preview columns
4 rows detected. Confirm that the source data is recognizable before
mapping.
FIRST NAME SURNAME PHONE NUMBER PLACE ELIGIBLE VACANCIES CALL LEAD STATUS Joel Mathew +91 98470 44218 Thrissur Head Office CNC Operator New Sara Khan +91 98761 12990 New Delhi Hospitality Staff New Vimal Raj +91 70123 99881 Calicut Welder New Duplicate Example +91 7110073941 Chennai Production Worker New
Map fields
Match each ERP field to a column from the uploaded sheet.
Enquiry date Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Main source Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Sub-source Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Assigned counsellor Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Enquiry type Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS First name Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Surname Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Phone number Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Place Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Date of birth Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Education qualification Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Technical qualification Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Technical qualification details Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Current job Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Relevant experience Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Eligible vacancies Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Call remarks / follow-ups Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Lead status Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Initial document checklist Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Agreed amount Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Registration fee Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS Registration fee status Do not import DATE MAIN SOURCE SUB SOURCE ASSIGNED COUNSELLOR GENERAL ENQUIRY/ACTUAL REQUIREMENT ENQUIRY FIRST NAME SURNAME PHONE NUMBER PLACE DOB EDU QUALIFICATION TECH QUALIFICATION WHICH TECH QUALIFICATION CURRENT JOB ANY RELEVANT EXPERIENCE IN PREVIOUS ELIGIBLE VACANCIES CALL REMARKS FOLLOWUP 1 FOLLOWUP 2 FOLLOWUP 3 CALL LEAD STATUS DOCUMENT UPLOAD AGREED AMOUNT REGISTRATION FEE REGISTRATION FEE STATUS
Validate rows
Resolve duplicate or invalid rows before import. Warnings can
continue.
3 ready1 duplicate0 invalid
Row Lead Phone Country / Position Result 2 Joel Mathew joel.mathew@example.com +91 98470 44218 Slovenia CNC Operator Ready 3 Sara Khan sara.khan@example.com +91 98761 12990 Slovakia Hospitality Staff Ready 4 Vimal Raj Email missing +91 70123 99881 Slovenia Welder Ready with warning 5 Duplicate Example duplicate@example.com +91 7110073941 Slovakia Production Worker Duplicate · skipped
Workbook data was not parsed
This browser prototype can preview the field mapping, but it does not
read Excel rows. No leads were imported. Use the demo rows to test the
mock flow.
Ready to import 3 leads
Records will be created under Travel Fort Holidays . Unassigned rows will use branch-based Round Robin assignment.
Ready 3
Duplicates skipped 1
Assignment Round Robin Back Continue Import demo leads