FAQs (Contacts or Data Upload)

Here are some FAQs on contacts/data upload and adding a walk-in lead.

  1. How do I upload contacts or leads to NeoDove?

    • To upload contacts or leads, navigate to the "Contacts" section in NeoDove, click on the "Upload Contacts" button, and follow the prompts to select the file containing your contact data. Ensure that the file format (CSV, XLS, XLSX, etc.) and column headers are compatible with NeoDove's requirements.

  2. What information should be included in the contact data file for successful upload?

    • The contact data file should include essential information such as name, phone number, email address, and any other relevant details. Ensure that the data is properly formatted and organized in columns to facilitate smooth uploading. The first column and the first row should not be blank.

  3. Can I add custom fields or additional information to contacts during upload?

    • Yes, NeoDove allows you to add custom fields or additional information to contacts during the upload process. Simply include these fields in your data file and map them to the corresponding fields in NeoDove's interface during the upload.

  4. How do I ensure data accuracy and cleanliness before uploading?

    • Before uploading data, it's crucial to review and clean the data to ensure accuracy and completeness. Remove duplicates, standardize formats, and verify contact details to prevent errors and inconsistencies in your database.

  5. What is a walk-in lead, and how can I add one in NeoDove?

    • A walk-in lead refers to a new lead or contact that is added manually to NeoDove's database. To add a walk-in lead, navigate to the "Contacts" section, click on the "Add Lead" button from the right bottom of the screen, and fill in the required details such as name, phone number, campaign and which agents to be assigned.

  6. Can I categorize walk-in leads or assign them to specific campaigns during addition?

    • Yes, you can categorize walk-in leads and assign them to specific campaigns or categories during addition. NeoDove allows you to tag leads with custom labels, assign campaigns, and segment them based on various criteria for targeted outreach and follow-up.

These FAQs should help you understand the process of uploading contacts and adding walk-in leads in NeoDove more effectively. If you have any further questions or need assistance, feel free to reach out to our support team.

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