Here is a quick video on how to upload your leads properly!
CRUCIAL FIELD MAPPING
Most primary fields should auto-fill for you but just incase they do not please reference the information below to ensure you upload & categorize your leads properly!
- Lead ID = Contact ID
- Lead Type = Source
- Primary Phone or Other Phone 1 = Phone
- Street Address = Address
- Tag leads based upon lead type
- All FEX Leads = Final Expense
- All MTG Leads = Mortgage Protection
- All Internet Life Leads = Internet Life
- You can also tag leads multiple times, so if you have a specific lead type with a specific lead vendor you can tag, for instance:
- Instant Internet Leads with beneficiary from ILC CRM, you would tag those leads with:
- Internet Life
- ILC
- w/ beneficiary
- Instant Internet Leads with beneficiary from ILC CRM, you would tag those leads with:
IF YOU HAVE ANY QUESTIONS PRIOR TO LEAD UPLOADING - PLEASE REACH OUT TO OUR SUPPORT TEAM at Support@zeepo.io
Here is a simple walk-through on how to upload & categorize your leads.
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