If you have more than one lead to add, it will be quicker to upload them from a spreadsheet.
Select "Import Data" and you will be asked to upload your leads spreadsheet/document
Header Row is the one that is on your spreadsheet which will then get matched as closely as possible to the format that is on the system. Then press next.
The next screen is where you can match up your Header Row with format of the upload to BrokerCentral.
You will be able select what you what your headers to become on the Lead page and if any information is missing, after you press next, you will see the following pop up
Press continue. This takes you to the Validate data screen
All sections requiring information will be shown in Red and can also be seen by switching the toggle switch to "Show only rows with errors".
See examples below of where data is required.
When pressing Confirm and the below pops up, the leads will not be imported into the Leads Manager as the data is insufficient.
Once the areas in red are filled in, submitting the form will then update the All Leads under Lead Manager.
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