Step 2: How to Upload a Lead File for Import in Readymode

Modified on Thu, Oct 30 at 6:34 AM

This article is Step 2 in our 5-step Guide to Importing Leads.

Be sure to complete Step 1: Prepare a Lead File for Import before you proceed.

Upload a Lead File for Import

On your Dashboard, click on the Manage Leads icon to go to Lead Management. This icon is available at the top of the Dashboard and also under the Manage section.

Screenshot of the Readymode Dashboard showing the Manage Leads icon highlighted at the top navigation bar and again under the Manage section in the sidebar.

Under Lead Management, click on Upload Leads and select your prepared lead file.

Screenshot of the Lead Management window in Readymode showing the Upload Leads link highlighted in the top-right corner.

You may receive a notification from your browser asking to confirm the upload. Click OK to proceed.

Screenshot of a browser confirmation window in Readymode showing a prompt to confirm the lead file upload.

Your lead file is now uploaded and ready to configure for import. The settings you choose in the next step will determine how Readymode stores the data for these Leads.

Screenshot of the Lead upload confirmation screen in Readymode showing import settings for the uploaded lead file.

Now you're ready for Step 3: Field Mapping for Import.