OmexaOS Leads
Import and export
Import leads from a CSV file with a preview of exactly what will be created, and export any filtered list as CSV.
Bring leads in from a spreadsheet, and take them out again.
- Import a CSV and match its columns to your fields
- A preview of what will be created before anything is
- Export whatever the current filter shows
- Both limited to the people whose role allows them
Checked before it lands
Upload the file, match columns, and see which rows will become leads and which have problems, before a single lead is created.
Out when you need it
Filter the leads table to what you need and export it. Your data is yours, in a format every tool reads.
Held to the same rules
Imported leads go through routing and scoring like any other, so they arrive owned and ordered.
Works well with
Duplicate detectionSpot the same person twice and fold them into one lead.One person is not rung three times by three colleagues, and your numbers stop counting the same enquiry twice.Lead routingThe right person gets each lead the moment it arrives.Every lead has an owner within seconds of arriving, which is the single biggest reason a lead gets answered at all.API keysLet your other systems work in OmexaOS, within limits you set.Your other systems can work in OmexaOS without anybody sharing a password, and access ends the moment you revoke it.