New Lead/Opportunity Excel Import

After completing a marketing campaign, a list of new prospects or leads might exist that needs to be imported into your Fortix system. The process builder in Fortix is used to assign values to certain fields in Fortix so that your leads are managed in an organised way.

Importing this type of list into Fortix is a four-step process:

  1. Setting up the Process Builder
  2. Setting the Import Parameters for New Lead/Opportunity
  3. Formatting the data
  4. Importing the data

This article explains how to import data from an Excel spreadsheet into Fortix

Process Builder for New Lead/ Opportunity Import

Process Builder in Fortix is a powerful automation function to help automate a process to send an email or trigger some action within Fortix automatically. It is like the glue you would need to put certain steps together.

The address bar link is : /?processes

Setting the Import Parameters for New Lead/Opportunity

To import a New Lead/Opportunity Excel spreadsheet of data into Fortix we will be using the Marketing Input form. The Marketing Input form or HTML form on a web page allows a user to enter data that is sent to Fortix system for processing. Forms can fill out the forms using checkboxes, radio buttons, or text fields. For example, forms can be used to enter shipping or credit card data to order a product or can be used to enter a competition.

The address bar link is : /?campaigns