How to update mismatched names and email addresses at scale

Adding mismatched data of leads can end up in losing a potential client.

Important data such as Name, Email, etc should be written accordingly which results in fewer complications.

Here is the complete guideline of how you can do that by following simple steps

Step-1

Go to Leads and select ‘Multiple Leads’.

image

Step-2

Scroll down and drag your file in the ‘Drag and Drop OR Select Excel File’ section.

image

Step-3

Click on ‘Add Leads’.

image

Step-4

Enter the name of the assistant and click on yes.

image

Now leads are added. You can open them by clicking on ‘Multiple Lead Upload’.

image

Note: It might take few minutes to change the status from ‘Validating’ to ‘complete’.

Step-5

Click on ‘View Leads’

image

Here you can see a list of leads with mismatch data.

image

There are two ways to fix this error:

1) Correct selected row 2) Correct all leads at once

Step-6

To edit the upload file

Click on ‘Edit lead name’

image

Here you can change the name of the lead and then click yes.

image

Step-7

To edit from the uploaded file

Correct the name and email in the file.

image

Go to Leads and select ‘Multiple Leads’.

image

Scroll down and drag the corrected file in the ‘Drag and Drop OR Select Excel File’ section and click schedule.

image

Here you’ll see two options.

If leads are in motion or anyway the first email is gone out then you can restart the process by clicking on ‘Restart lead even if they are actively nurtured by some other schedule’.

image

If leads are not actively nurtured then click on ‘Restart leads that are not actively nurtured by some other schedule’.

image

Note: Even if you’re not selecting any box, still the update is going to pick up the new data.

Click on ‘Add Leads’.

image

Enter the name of the assistant and click on yes.

image

Note: It’ll take few minutes to validate as the data is sent to different servers.

Now you can see the data has been updated and Names are written correctly w.r.t. Email.

image

By following simple steps mentioned above you can make changes in data.

Updating correct data will result in sending emails to correct person.

If you have any further doubts you can directly mail us at info@7targets.com.

×

Subscribe

The latest tutorials sent straight to your inbox.