Import companies and contacts as leads

One company at a time. Click it to see Kontakter för {{name}} — Visa och importera kontakter från detta företag Välj kontakter att importera som leads, then Lägg till kontakt och importera som lead. You get Importerade {{name}} från {{company}} som nytt lead and Leadet har lagts till i din pipeline

If the register has nobody listed — Inga kontakter hittades för det här företaget — you can either Importera endast företagsdata (inga kontakter) or Lägg till kontakt manuellt: Om du känner en kontakt på detta företag, lägg till dem manuellt nedan

Approval for bulk access. In the marketplace, choose Begär Premium to request access. DealJourney reviews usage and credits before approving it. Submitting a request does not activate bulk access, and a trial or paid plan does not automatically include it. Repeating the request shows whether it is already pending.

In bulk. Select companies — {{count}} företag valda — and Importera valda ({{count}}). Massimportförlopp runs while Importerar {{count}} företag som leads, and you end with Importerade {{count}} prospekt som leads or Importerade {{success}} lead(s), {{failed}} misslyckades.

Picking more than one company from a search result is bulk and needs Prospect Finder Premium, whether you import them as leads or as customers. Without it the import is refused before anything is added, and adding one company at a time stays free.

Import in small batches. Fifty at a time lets you look at what actually arrived and adjust the filters. Two thousand at once fills your lead list with companies nobody will ever call, and the list stops being trusted.

Duplicates are detected, not blindly created. Companies already in your CRM are marked Redan importerad or kan redan finnas bland dina leads, and Dubbletter hoppades över tells you how many were left out. That check is on registry identity, so a company you typed in by hand with a slightly different name may still come through twice — see Avoid creating duplicates.

Assign them to somebody. Imported leads with no owner sit in the list until they go stale. Decide who is working the batch before you import it, not after: Create a lead.

Save a list now, download it later

Bulk import, saved lists and downloads are part of Prospect Finder Premium. Looking up one company at a time is free on every plan.

Save the search. After a bulk search, choose Spara {{count}} företag som lista and give it a name. It keeps the companies you selected, or the whole result if you selected none. Saving uses no lookups and adds nothing to the CRM.

Download it when you are ready. Open Sparade listor and choose Ladda ner on the list. Before anything happens you choose:

• Vem ska vara ansvarig? One person, or Fördela på flera: the companies are dealt out in turn so everyone gets an equal share.
• Kontaktpersoner per företag From none (the company only) up to ten, and optionally which roles, such as managing director or sales. The roles are tried in the order you pick them. Downloading into leads gives one lead per contact; downloading into customers gives one customer with the contacts on it.
• A follow-up. On customers, Skapa en aktivitet för den ansvariga på varje ny kund, as a call, meeting, task or email due on the day you choose. On leads, Sätt ett uppföljningsdatum på varje nytt lead, because an activity belongs to a customer and a lead has its own next-contact date instead.

The dialog then says how many companies are new, how many are already in the CRM and will be skipped, and how many lookups fetching the contacts will use: one per new company, and none at all if you chose no contacts. One download uses at most 5,000 lookups.

While it runs you can stop it after the current company; whatever was already added stays. Only one download runs at a time per workspace. When it finishes you see how many records, contacts and follow-ups were created, and any company that could not be added is listed with the reason.

Fresh leads every morning

A workspace admin can have DealJourney keep a fixed number of fresh leads ready each morning, also part of Prospect Finder Premium. It is set up on the Prospect Finder settings page under Färska leads varje morgon.

1. 1Save a list from a bulk search under Leads first. Its search becomes the criteria: choose it under Vilka företag.
2. 2Under Hur många som ska vara redo, choose 10, 25, 50, 100 or 200.
3. 3Choose the owners, contacts per company and roles, and whether each lead gets a follow-up date, exactly as for a saved-list download.
4. 4Switch on Fyll på leads varje morgon and save.

What counts as ready. A lead the top-up created that is still in status New and has not been converted. Each company counts once, even when several contacts were fetched for it. Use 42 of 50 and 42 new ones arrive the next morning; the leads already there are never touched.

What it uses. One search each morning, plus one lookup per new company when contacts are fetched. Companies already in the CRM, as a lead or a customer, are never fetched again.

When it cannot fill the pile. The card says what the last run did: how many it added, that nothing was needed, or that the criteria found too few companies that are not already in the CRM, in which case widen the search behind the list. Fyll på nu runs it straight away instead of waiting for the morning.

A monthly limit. Each workspace can fetch up to 500 leads a calendar month through the top-up, counted the same way as ready leads (each company once). The card shows how many have been used this month. When a run would pass the limit it fetches only what is left and then stops, and the card says the limit was reached; Fyll på nu is off until the 1st of the next month, when the count starts again. Leads you import or download yourself do not count. If your workspace needs a different limit, ask DealJourney.