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Feature #3897

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User Story – Import Leads via CSV

Added by Yalavarthi Thriveni 3 months ago.

Status:
New
Priority:
Normal
Assignee:
-
Target version:
-
Start date:
09/12/2025
Due date:
% Done:

0%

Estimated time:

Description

Role:Sales Manager

As a Sales Manager,
I want to upload a CSV file containing multiple leads,
So that I can quickly import bulk lead data into the system without entering each lead manually.
Acceptance Criteria
1.The system should provide an “Import Leads” option in the Leads module.
2.User should be able to upload a CSV file in a predefined format.
Mandatory fields: Name, Email/Phone, Address, Power Consumption, Lead Source.
Optional fields: Notes, Budget, Referral Info.
3.The system should validate the CSV:
The system should validate the CSV:
Flag invalid email/phone formats.
Show error messages for invalid rows.
4.Valid leads are:
Imported into the system.
Assigned a unique Lead ID.
Marked with source = CSV Import.
5.After upload, system should display an Import Summary:
Total leads processed.
Number of successful imports.
Number of failed rows with error details.
6.Imported leads should appear in the customer List with status = New as sort by date
7.Sales Manager /owner should receive a confirmation notification after import completion.


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