How to Import Lead Schedule

How to Import Lead Schedule

Introduction

Once you have successfully created a job, the next step is to import the lead schedule. You can Import Lead schedule directly from the Created Jobs page or you can also go to Clients > Manage Jobs > Process Job > Import Lead Schedule.



How to Import Lead Schedule

Step 1: Click on Import Lead Schedule.



Step 2: Now the data import process will be started and will be displayed on your screen. Once essential information has been imported, Job Dashboard button will be enabled and you will be able to click on Job Dashboard.



Step 4: You will be able to view the successfully imported information on the dashboard and the rest of the information that is yet to be imported will be displayed in the skeleton mode on your screen. The Import progress will be displayed by a loading icon on the top, alongside the Fund Name.


 
Once the Import of Lead Schedule is completed, the information will be displayed on your screen automatically.

    • Related Articles

    • Re-import the Lead Schedule - Sorted

      Introduction Here's how you can Re-import Lead Schedule for a Job. How to Re-import Lead Schedule Step 1: Click on the Fund Dashboard, and select the you want to re-import the lead schedule. Step 2: Click on the Re-import Lead Schedule button. Step ...

    • How to reimport the lead schedule after the job is resubmitted to the auditor?

      How to reimport the lead schedule after the job is resubmitted to the auditor? After resubmission of a Job to Audit - 1. In the auditor's portal - This icon  will pop up after the job's name and the "Reimport Lead Schedule" button will be activated ...

    • Create Audit Job for Class Fund "Internally"

      Create Audit Job for Class Fund "Internally" Select Manage Clients Select from the Audit Menu Choose the fund and select Create Audit Job To locate fund you may need to expand the show entries option located in bottom left or scroll through pages. ...

    • Creating Audit Job for BGL 360 Fund "Internally"

      Creating Audit Job for BGL 360 Fund "Internally" Select Manage Clients Select from the Audit Menu Choose the fund and select Create Audit Job To locate fund you may need to expand the show entries option located in bottom left or scroll through ...

    • BGL Authority error when creating a job

      Overview This article will cover the process to rectify the problem where users experience an error message when creating a job in Auditomation. The message received is "BGL returned an Authority Error" Step 1: Try importing the Client from Manage ...