Feature Spotlight: Bulk Prospect Wizard

June 20, 2020

BY Allison lasley

As the latest addition to our bulk action capabilities, we’re excited to introduce our new Bulk Prospect Upload Wizard as part of our Practifi Tempranillo release. After multiple requests from current users, we realized we needed to bring this capability to life! With this new feature, you can now upload up to 100 prospects at once. This means you can boost the efficiency of your business development teams and easily grow your pipeline potential.

Supercharge your pipeline like never before

Below you can find more details on how to make the most of the new Bulk Prospect Wizard. If you have any questions about how to access this new feature, get in touch with your Client Success Manager, or contact us today.

1. Locate the Bulk Prospect Wizard in the launcher menu

To get started, navigate to the launcher menu where you’ll find the new “Bulk Upload Prospect” tab. Selecting this menu option will take you to the Bulk Prospect Upload Wizard.

2. Upload up to 100 prospects at once

To help make this process even easier, we’ve created and provided a template that you can pre-fill and upload so that you don’t have to make your own. Below are a few of the recommended fields you can include with your prospect upload lists. You can upload a maximum of 100 prospects at once, so please keep this in mind when filling in your template.

  • Contact First Name
  • Contact Last Name
  • Contact Job Title
  • Contact Mobile
  • Contact Business Phone
  • Contact Home Phone
  • Contact Email
  • Prospect Entity Type
  • Prospect Name
  • Prospect Owner
  • Prospect Stage
  • Prospect Likelihood
  • Prospect Estimated Close Date
  • Prospect Source
  • Prospect Referrer Contact
  • Prospect Referrer Team Member
  • Prospect Referral Date

After you input your prospects’ information into our template, simply upload the file into the Bulk Prospect Wizard. From here, you’ll be prompted to match fields to ensure your data is mapped correctly into Practifi. Once you’ve mapped your fields, simply click ‘Save’ to upload the data and complete the mapping of your newly added prospect contacts.

3. You’re ready to engage with your prospects!

After finishing an upload via the Bulk Prospect Wizard, users will be able to see the prospects assigned to them in their respective prospects list. This means they’re ready to be engaged and to start the journey of becoming your clients. 

If you haven’t done so already, we recommend that you check out this new feature today. This new Bulk Prospect Upload Wizard feature can help you increase efficiency, save time and supercharge your prospect pipeline.

Interested in learning more?

Our new Bulk Prospect Wizard feature was released as part of Practifi Tempranillo. You can view the full release notes here. If you’re interested in learning how to make the most of this new feature or any other feature, please reach out to your Client Success Manager. 

And if you’re interest in learning more about Practifi, contact us today.

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