At Juakali, we understand that businesses often have existing lead data stored in spreadsheets that need to be processed and managed efficiently. Our lead management module is designed to support various acquisition channels and seamlessly handle bulk data imports. In this post, we’ll explore how you can use Juakali’s Excel import feature to upload existing lead records and kickstart the prospect acquisition process.
Whether you’re transitioning from another system or consolidating your leads, manually entering each record can be time-consuming and prone to errors. With Juakali’s Excel import capability, you can upload a spreadsheet containing all relevant lead data in just a few clicks. This feature helps automate the initial stages of lead management, allowing your team to focus on conversion efforts rather than data entry.
In the video below, we demonstrate how to import existing lead records from a spreadsheet into Juakali for bulk prospect acquisition and follow-up.
The video showcases the step-by-step process of uploading an Excel file containing lead data into Juakali. The spreadsheet contains rows of leads, each with columns for data points like name, contact information, and loan details. Once uploaded, these records are instantly converted into candidate tasks for loan officers. The system is flexible—leads can be assigned to a general pool for any officer or directed to specific users for personalized follow-up. The video illustrates how this process enables teams to validate and manage imported leads seamlessly, all within Juakali’s interface.
Integrating an Excel import process into your lead management strategy can greatly enhance productivity. By reducing manual data entry and ensuring all leads are consolidated in one platform, you streamline operations and empower your team to manage and follow up on leads more effectively. Whether your data comes from historical records or other data-gathering initiatives, Juakali’s lead management system ensures your business operates smoothly, minimizing administrative workload and maximizing results.
