Enrolling Leads


In this guide we will focus on how to enroll leads into your Saleswhale campaigns.

Here are some important things to keep in mind before you upload:

  • You can upload up to 2,000 leads at once.
  • The file must be in CSV format.

In your Saleswhale account, confirm you are in your Campaigns panel.



Select the campaign you would like to enroll your leads into. From the campaign landing page, locate and select the "Import Leads" button in the upper right hand corner to begin lead enrollment.



From the Import Leads page, select "Choose File" and choose the file you would like to up upload from your computer. You now see a preview of your leads; review your leads by scrolling through the list. Once you reach the bottom and are ready, you can proceed with your upload.



Now that you have successfully enrolled your leads, you can track in real time the lead conversion metrics.

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