Submitting Leads

Submitting Individual Leads

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Follow these instructions to submit an individual lead

Submitting an individual Lead

Making a Bulk Upload

Follow To submit bulk leads through the Data Center, follow these steps:

Complete the CSV template with the necessary lead information by following the instructions below:

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Follow these instructions carefully, failure to do so may result in errors

Template Download and Upload

File Types

Download and use the provided CSV template. Make sure your CSV file matches the columns in the template exactly.

You cannot import data for fields that are not in the template.

Saving your file

When saving your file as CSV, choose "CSV (Comma delimited) (*.csv)".

Avoid using "CSV UTF-8" or other formats, as they might cause errors like "File columns do not match with template".

Formatting

Required Columns

Columns marked with an asterisk (*) are mandatory (e.g. First Name, Last Name)

Name Fields

First Name and Last Name must be separated into their respective columns.

Incorrect: Applicant Name = John Smith

Correct: First Name = John Last Name = Smith

Phone Numbers

Always use the international phone format. It should start with "+", followed by the country code and the local number.

Incorrect: Personal Number = 7512093211

Correct: Personal Number = [phone]

Currency & Numbers

Don't use commas in number fields like Amount Requested or Average Monthly Turnover.

Incorrect: Amount Requested = $20,000

Correct: Amount requested = 20000

Call Client or Broker

This field can only have one of two values in this exact format

Call Client

Call Broker