Can I upload a custom prospecting list? Yes, our platform enables you the ability to upload a custom prospecting list.
Here is a quick walk through of a corporate profile. For Step by Step instructions with screenshots scroll below.
Step 1: Navigate to the prospecting tab
Step 2: In the upper corner you will see a blue box titled upload custom list
Step 3: Download the custom list template ( this excel template allows you to import or add the needed information for custom list.
Step 4: drag and drop that list and watch it populate!
Once you have uploaded your excel document your list will be created, any companies from your list that are not in the platform will appear on the pop up below, press send and the Accelerist team will prioritize adding them if they meet our criteria.
See your custom list and remember to always save!
