Save LEADpiper “import schemes” to save time

LEADpiper users who routinely import spreadsheets from one or more sources can now save “import schemes” for future use. A saved scheme remembers which columns of the spreadsheet to keep and which to discard, and what names to give those to be imported. When a previously saved scheme is called back for a recurring import, it uses the stored information to make the import a one-click process. A saved import scheme can also be used to automatically add useful meta data to leads coming from a particular source, like a source name or a campaign name.

Leave a Comment