How to give access to users to import Leads?

Updated on May 7, 2017 08:48PM by Admin

You can migrate data from your previous CRM account into Apptivo CRM. Leads App also help you import Lead records from a backup source.

Prerequisite: Ensure that your data is saved in a CSV (Comma Separated Values) file format before importing into Apptivo CRM.

Also note that there should be values in the mandatory fields, for instance Last Name, First Name and so on. In case, for certain records if there is no Last Name, you need to specify the values "not provided", "none" and so on.

In Apptivo Leads App, you can set privilege for users to import data or  records from a backup. Lets see how its done.

Steps to give permission to users to import Leads

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    Leads Settings 
  3. Click on “Actions” from security drop down list  from left navigation panel. 
  4. Locate the “Import” option from “App” section and click on privileges drop down list. 
  5. Click "Create privilege" option found at the bottom of the privilege drop down list. 
  6. Create privilege pop up window is displayed. Enter the name and description of the new privilege that you want to add against the "Import" option.
    Import Privilege
  7. Click on "Create" button .
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link:
  10. Now, employee Mark Henry has the privilege to import Leads. In Mark Henry login, the “Import” option will be visible as shown in the image below:
    Import Visibility