Marketing Dashboard

Upload campaign leads, download the CSV template, and create company communications.

Bulk upload CSV to CRM

Marketing CSV Upload

Round robin optional

CSV template

Use the template so full name, email, mobile, WhatsApp, destination, program, branch, source, campaign and notes are mapped correctly.

Upload leads

Choose round robin for automatic distribution, or assign the whole CSV batch to one selected advisor or sales leader. Maximum 100 leads per CSV upload.

Assignment Mode Bulk Distribution Notes Enable round robin for unassigned rows

Meta Lead Forms Backfill

Import old Facebook lead form history in safe 100-lead batches. New Meta submissions still enter automatically through the webhook.

Facebook Page ID Meta Form Manual Form ID Next Page Cursor

Upload History

Summary reports

Bulk and manual upload summaries are saved here without storing per-lead report rows.

Manual Lead Assignment

Single lead

Add one company lead directly to an advisor or sales leader without using bulk upload.

Company Lead Distribution

All CRM leads

Marketing can review the full company lead pipeline for distribution, campaign tracking, and round-robin monitoring.

Search Branch Status Owner

Lead Assignment Report

Advisor totals

Memo / Announcement / Reminder

Targeted communications

Export Request

Super Admin approval

Approved Exports

Download only if approved

Tickets

Department routing