We would like to see a bulk prospect importer that would allow us to assign a Counselor as well as a communication plan upon importing them. We would also like to have some way to designate term desired when importing.
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8 comments
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Adam Sentz Official comment This is a duplicate of https://support.populiweb.com/hc/en-us/community/posts/115000325614
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Mharie Frank Thanks, Isaac for the tips today! Looking forward to seeing this developed!
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Sarah Slater I think I suggested something along these lines as well...
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Brad Anderson I have recently started using Wufoo to generate an online form that prospective students can fill out at conferences. Through Wufoo I can generate reports, these can also be exported as .xls, .txt or .csv files. It would be helpful if I could import these lists then into our Populi prospects database.
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Jennifer Urciaga I too would love to be able to import excel documents of prospect info. Manually inputting hundreds of students is time consuming and ineffective.
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Adam Sentz @Jennifer - If you have a list containing hundreds we can probably help you out. Just open a support request here https://support.populiweb.com/tickets/new
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Jennifer Urciaga Thank you. My current list is only 60. But we have another list of 600 that we're not importing at this time. When/if we are ready to I will let you know. Thank you!
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Phuong Nguyen Yes, I think this would be great to have!
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