Matrix - Leads
2. Click the "Search" field to search for a specific phone, name, lead id, etc.
3. Click the "Filters by Lists or Campaigns" field to apply the filters for a specific campaign or list.
4. Click "Import" to import a lead list.
5. Click "Upload File" to upload the file.
6. Here you can review some useful tips for the lead list file.
7. Click "Next" to proceed to the next step.
8. Here you have to map the Squaretalk fields and link them to your file columns via the drop-down menus. Click 'Next' to proceed to the third step.
9. On the third step 'Result' you can: 1. Choose on which list do you want to import your leads. You can choose an already created old list or create a new lead list and upload the list to it. 2. You can choose what would you like to do with duplicate leads. 3. You can specify the country to the numbers you are about to import. 4. You can apply a duplicate checking and choose the level. 5. You can apply as blacklist numbers.
10. Here you can choose what would you like to do with duplicate leads. Update existing entry with the new one. Create new entry and leave previous entry as it is. Ignore the new entry and keep the existing Contact intact.
11. Here you can specify the country of the numbers you are about to import. From the drop-down menu you can choose the country.
12. Click "Please Select" at the 'at which level to apply duplicate checking' sector to choose how the duplicate checking will be performed. Option 1: at list level Option 2: at campaign level
13. Here you can choose that the leads you are adding to be added to a blacklist.
14. Click the action button to edit, delete or remove a lead from the blacklist.
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