HelloLeads - Import Leads - Field Details

Field Group Field Name Sample Data

First Name* Linda

Last Name John

Designation Customer Support Associate
Organization HelloLeads
Website www.helloleads.io
Email** linda@helloleads.io
Basic
Information
Country Code* +1

Mobile** 6505616681

Direct Phone +447516962425

Office Phone +917708045563

Address Line 1 3422 Old Capitol Trail

Address Line 2 Suite 15
City Wilmington
Address State
Information Delaware
Country United States of America

Zip 19808

Notes I have a given on online demo

Potential High

Customer Group Medium-sized Enterprises

Product Group HelloLeads CRM, Hello Dialler

Qualifier
Information
Tags CRM, SaaS
 Deal Size 240

Lead Stage Contacted

Assign to grace@helloleads.io

Follow-up
Information
Follow-up date 6/15/2021

Lead Notes This person takes care of customer

support in HelloLeads
Organization Notes HelloLeads helps you in improving
your sales conversions
LinkedIn URL https://www.linkedin.com/in/linda-
helloleads-557678142
Additional Related Web Link 1 https://www.helloleads.io/
Information (Info+)
Related Web Link 2 https://www.helloleads.io/#pricing
Related Web Link 3 https://www.helloleads.io/blog/
Date of Birth 1/10/1985

Special Event Date 12/12/2020

Plan M Plan
No. of users 5 Users

Application Android and Web Application

Custom Date of demo given 06/15/2021

Fields

To get custom fields in the list specific import template, follow the below steps:
1. Add required custom fields using HelloLeads web app (Settings -> Qualifiers -> Custo
2. In web app, go to Edit list -> select and map the required custom fields
Notes
*Required field
If left blank, the specific entry will not get imported

** Either Email or Mobilenumber is mandatory

If email is not available, enter dummy value
(test@email.com)
* Mandatory, if Mobile number is available
Provide Country Code to connect via WhatsApp (example +1,
+91, +971)
** Either Email or Mobile is mandatory
Provide only the mobile number, i.e. without country code

Provide country code along with the direct phone number

Provide country code along with the office phone number

Provide standard country name - refer 'HelloLeads_Import-

Leads_Field-Values' file for country list

Allowed values are High, Medium, Low and Not Relevant;

If left blank, entry will be uploaded as Low

Provide the value as created in Customer Group list (refer

'HelloLeads_Import-Leads_Field-Values' file for the list)
If new values are provided, it will get added as a new
Customer Group

Provide the value as created in Product Group list (refer

'HelloLeads_Import-Leads_Field-Values' file for the list)
If new values are provided, it will get added as a new
Product Group
Provide the value as created in Tags list (refer
'HelloLeads_Import-Leads_Field-Values' file for the list)
If new values are provided, it will get added as a new Tag
 Provide numeral value
Do not include currency symbol
Provide the values as set in your account (refer
'HelloLeads_Import-Leads_Field-Values' file for the list)
If left blank, entry will be uploaded as Open

Provide the values by referring the 'HelloLeads_Import-

Leads_Field-Values' file - user email list
If left blank, entry will not be assigned to any user
Provide data in this format DD-MM-YYYY
If format mismatches, follow-up date will be set as blank

Provide data in this format DD-MM-YYYY

If format mismatches, date will be set as blank
Provide data in this format DD-MM-YYYY
If format mismatches, date will be set as blank

Example of Dropdown field

Example of Text box field
Any data can be provided
Example of Text area field
Any data can be provided
Example of Date field
Provide data in this format MM/DD/YYYY
If format mismatches, date will be set as blank
t template, follow the below steps:
ds web app (Settings -> Qualifiers -> Custom Fields)
p the required custom fields