Importing Prospects

If you already have a list of prospects, you can bring them all in at once with a CSV file instead of adding them one by one.

Prospects and clients live in the same list in Quotamation and are told apart by their status, so the import lives on the Clients page. The status columns in your file are what bring each row in as a prospect.

Import from a CSV

1. In the left menu, go to Clients
2. Click Import Clients
3. Click Download template to get a CSV with the right columns
4. Fill in your prospects. firstName, lastName, and email are required. Optional columns include phone, dateOfBirth, middleName, the address fields (street, unit, city, state, zip), clientStatus, and prospectingStatus
5. To bring rows in as prospects, set clientStatus to Prospect, and use prospectingStatus to place them in your pipeline (for example Prospecting, Quoting, Won, or Lost)
6. Click Choose file, pick your CSV, then click Import

You can import up to 500 rows at a time. When it finishes, you'll see how many rows came in and a list of any that had a problem, so you can fix those and import them again.