===== Bulk Lead Import Tool =====

The Bulk Lead Import Tool can help you save time by working on large number of leads at once. This tool accepts a CSV file that can be created with a spreadsheet program and our template.

==== Requirements =====

First, to use the tool, your Real Geeks site must be live and accessible at your domain name.  **Sites that are still in development are not supported**.  If your Real Geeks site is in development, you can still get your leads list ready to import but will not be able to import them until you point your domain name to Real Geeks nameservers.

Second the required minimum set of information on each lead must be met. Each lead to be imported must include:
  * First name
  * Last name
  * Email address
  * Lead Type (buyer/seller/etc)
  * Source (website call, past client, etc)
  * Agent to assign the lead to
Optional information that is useful, but not required is:
  * Alternate phone number
  * Street address
  * City
  * State
  * Zip
  * Important notes
  * Secondary contact name
  * Secondary contact email
  * Secondary contact phone

==== Getting The Data Ready ====

  - Download [[https://leads.realgeeks.com/lead_imports/template?company_id=2504 | our import template]]
  - Open this template in a spreadsheet program like [[https://www.google.com/sheets/about/ | Google Sheets]]
  - Add your lead information **keeping the first row intact**, the tool needs this row to know how to handle the information {{ :screenshot_11_5_15_4_15_pm.png |}}
  - Save this file when you are done, be sure the format of the file remains a CSV.

==== Uploading To The Lead Manager ====

When you have finished entering your leads into the template, head over to https://leads.realgeeks.com/lead_imports/new. Towards the bottom you'll see a field to submit your new .csv file you've formatted from our template.