How to upload multiple leads into your dashboard

This feature is available to all coaches. If you have multiple leads you want to invite to take the Saboteur Assessment, this tool is designed for you.

It’s particularly helpful when:

• You’re presenting to a large audience and want them to take the assessment at the same time.

Before uploading, make sure you have gathered names and email addresses for all your leads. A simple way to collect this information is by creating a form (e.g., Google Form) that asks for just their first name, last name, and email. Here’s an example form you can use as a template.

How to Upload Multiple Leads in Coach Dashboard

1. Go to the Leads page in Coach Dashboard.

2. Click Upload Multiple Leads.

1. Upload your .csv file following the instructions below.

File Upload Instructions

• The first row should include your column headers: First Name, Last Name, Email. This row will not be processed as a lead. The column headers must be in this exact format (including spelling!) so the system can process the data.

• Your first three columns must be in this exact order: First Name, Last Name, Email. Additional columns will be ignored.

• There is no limit to the number of leads you can upload.

• Upon successful upload, your leads will automatically update in the system.

Example CSV File

You can copy and paste the headers here:

This streamlined process allows you to invite multiple leads quickly and efficiently, making large group assessments easy to manage.