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  • Leads

    Uploaded by

    Pranav Sahni
    4 views11 pages
    The document provides instructions for filling out a form to collect lead information. It specifies that mandatory columns should be filled, details should be entered starting from row 5, and a dropdown menu will appear in selected columns. It notes that after filling out all details, the file should be saved as CSV and rows 2-4 and the instructions cell should be deleted before uploading. It provides examples of information to collect, including names, contact details, addresses, education levels, income levels, and other demographic information.

    Original Description:

    Original Title

    leads (4)

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    The document provides instructions for filling out a form to collect lead information. It specifies that mandatory columns should be filled, details should be entered starting from row 5, and a dropdown menu will appear in selected columns. It notes that after filling out all details, the file should be saved as CSV and rows 2-4 and the instructions cell should be deleted before uploading. It provides examples of information to collect, including names, contact details, addresses, education levels, income levels, and other demographic information.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    4 views11 pages

    Leads

    Uploaded by

    Pranav Sahni
    The document provides instructions for filling out a form to collect lead information. It specifies that mandatory columns should be filled, details should be entered starting from row 5, and a dropdown menu will appear in selected columns. It notes that after filling out all details, the file should be saved as CSV and rows 2-4 and the instructions cell should be deleted before uploading. It provides examples of information to collect, including names, contact details, addresses, education levels, income levels, and other demographic information.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 11

    last_name phone_mobile gender phone_other

    Example: Samagya Singh 9190909090 Male 7178787878


    Sachin Kurmi 8180808080 Female 9198989898
    text text (10 Digit no) dropdown text (10 Digit no)

    Steps to fill this form:


    ~Fill all the Mandatory Column highlighted
    with Red
    ~Fill details from Row No. 5
    ~ Dropdown will apprear in selected
    column
    ~After filling all the details save file as CSV
    ~Delete row 2-4 & this cell from CSV file
    before uploading the data. (Check
    complete file and delete all extra data)
    Note: Do not delete the top header
    postal_code_c city_1_c state address_c email
    110034 Delhi DELHI tEST ADDRESS 1 TestingBU@gmail.com
    110001 Delhi DELHI tEST ADDRESS 2 TestBU@gmail.com
    text (6 digit) text dropdown text text
    birthdate highest_qualification marital_status_c type_of_lead
    18-11-2001 Post Grad Married Hot
    24-06-2001 Graduate Married Hot
    Date Time (DD-MM-YYYY) text dropdown dropdown
    spouse_name phone_fax no_of_children_c contact_address lead_source1_c
    1 Test contact address 1 Aarthik Aazadi
    2 Test contact address 2 Aarthik Aazadi
    text text text text dropdown (Leadsource)
    lead_source sub_lead_source_c campaign_type_c occupation_c
    Aarthik Aazadi Door Activity Base Service
    Aarthik Aazadi Door Activity Base Service
    dropdown (Same Lead source) text dropdown dropdown
    occupation_detail_c bank_with_c monthly_income_c do_you_do_tax_saving_c tax_bracket
    Manager PublicSector 10000_14999 No
    Manager PublicSector 10000_14999 No
    text dropdown dropdown dropdown text
    insurance_policy_c investment_type vehical_type_c interested_product
    No 2Wheeler LifeInsurance
    No 2Wheeler LifeInsurance
    dropdown text dropdown dropdown
    enough_health_insurance family_admitted child_higher_edu description
    No No No
    No No No
    dropdown dropdown dropdown Text
    Aarthik Aazadi Genaral Insurance Below 10000 Yes 1
    Apartment/RWA Campaign LifeInsurance 10000 - 14999 No
    HO Activity FinancialPlan 15000-19999
    Corporate Activity Health Insurance 20000-24999
    Door to Door Coupon 25000 - 49999
    Door to Door Drawing 50000 - 100000
    Door to Door MI Test Above 1 Lac
    Door to Door Mother Receipe
    Door to Door other Activity
    Door to Door Quiz
    Fill & Win
    Health Camp Activity
    Hospital Campaign
    Mall Activity
    Mela Fair Activity
    Other Event Campaign
    Others
    Petrol Pump
    Re-Presentation
    Refrence
    School Activity Drawing
    School Activity Health Checkup
    School Activity MIT
    Secondary data
    Open Married Hot PublicSector Service Base Male
    UnMarried Warm PrivateSector Govt Service Mobile Female
    Cold Pvt Service
    Self Employed
    Business
    Retired
    House wife
    MAHARASHTRA 2Wheeler
    MANIPUR 4Wheeler
    GUJARAT None
    PUNJAB
    BIHAR
    TRIPURA
    ODISHA
    LAKSHADWEEP
    ASSAM
    KERALA
    DELHI
    TELANGANA
    CHATTISGARH
    GOA
    SIKKIM
    KARNATAKA
    MIZORAM
    NAGALAND
    HARYANA
    JHARKHAND
    UTTARAKHAND
    PONDICHERRY
    RAJASTHAN
    MEGHALAYA
    CHANDIGARH
    DAMAN & DIU
    MADHYA PRADESH
    ANDHRA PRADESH
    HIMACHAL PRADESH
    WEST BENGAL
    TAMIL NADU
    DADRA & NAGAR HAVELI
    ARUNACHAL PRADESH
    UTTAR PRADESH
    JAMMU & KASHMIR

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