Data - I Have A List Of Leads To Upload - How Should I Proceed?
Can I Upload the Leads Myself?
No. to ensure data quality, compliance, and proper mapping into the CRM, all bulk lead uploads must be handled by our team.
This protects your reporting, avoids duplicates, and ensures everything aligns to your existing lead processes and assignment rules.
How Do I Request a Lead Upload?
The request must come from your Primary Contact
It must be submitted via the Customer Portal
What You Need to Provide:
Completed “Accelify Lead Upload Template” found within our Portal
Approval from your Primary Contact
Once submitted, we’ll validate the data and complete the import, usually within 2–3 business days.
Why This Process Exists
Ensures no duplicates or overwrites
Applies correct field mappings, scoring logic, and assignment rules
Maintains CRM hygiene and audit trail
Reduces risk of poor-quality data affecting pipeline
Use the “Accelify Lead Upload Template” available in your Customer Portal for the correct format.