CRM Mass Insert Leads
Written by IME Capital's Investor Desk on 29-Jul-26
Inv Desk
Best Practices
Process
CRM Mass Insert Link: https://docs.google.com/spreadsheets/d/1f7Gmt3i2Uo3CUJVyBTgUl-3_lEZ0W-Qy1WjErDRUOT0/edit?gid=184554648#gid=184554648
- Copy paste the data here from the purchased list
- Make sure phone_e164 is a proper e164 format
- Concatentate relevant information into the lead_summary column
- Typical Tagging (Importance - not set, progression - no contact, source DB)
- Clean up names -
- Convert to proper case (lead_name, first_name, last_name)
- Check for Obvious name issues
- Check duplicates
- Col 1-3 check for duplicate names & phone numbers
- duplicate names can be managed by adding number prefixes at the end
- phone_numbers duplication .. just merge additional information that you have in the new file
- Assign leads to RM (if required)
- Download yellow columns as a csv and do a csv insert
- Download lead list to get their lead_ids
- Create new custom tag in lead_tag_custom_tags
- Insert into rel_lead_custom_tags
IME Capital Investment Queries provide answers to common investor queries that are directly written by IME Capital's Central Investment Team. This helps ensure centralised, common and transparent communication of our thoughts to all investors (& potential investors) of IME Capital, and helps mitigate against the disparate communication common in the wealth management industry. Please note, that the answers to these queries can be time/market-condition sensitive, or only applicable to specific types of investors.
