Import applicants from Excel or CSV without creating junk leads
Bring in a file of names, remove duplicates, and keep them as names until a person acts or you press Make a lead.
How it works
4 steps in YuktiBOS.
Where to find it: CRM, Names and lists.
- Open Names and lists and upload an Excel file, a CSV or a ZIP of resumes (up to 40 MB).
- Duplicates are removed by phone or email.
- Each person is saved as a name with their source, for example job applicant via a job site, not as a lead.
- A name becomes a lead when the person acts, or when you press Make a lead.
What you get
What comes out of it.
A clean list with the source recorded.
No flood of unwanted leads in the pipeline.
Course rules checked before anyone is assigned.
Who it is for. Teams that buy or receive lists, such as job-site applicant files.
You may also know this as: import leads from excel, csv lead import, remove duplicate leads.
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Want to import applicants from Excel or CSV without creating junk leads?
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