- Introduction
Standard Curation is used to upload and assign lead contact data into the system.
It allows users to import contact names, email addresses, and phone numbers, then assign the leads either to an individual user or to a team.
Uploading the data correctly helps ensure that leads are distributed to the right users and that the imported contact information can be used properly by the system.
- Open Curation
2.1 On the left navigation bar, click Curation.
2.2 This will open the Curation page, where you can view and manage existing curations.
- Create a New Curation
3.1 Click the blue + Curation button.
3.2 Enter the curation name.
3.3 Select Standard as the curation type.
3.4 Once completed, create the curation.
- Open the Curation Details Page
4.1 After the curation has been created, look for the curation name.
4.2 Click the curation name to open the Curation Details page.
- Import Data
5.1 On the Curation Details page, click Import Data.
5.2 Use the official template provided by the system to ensure the uploaded data is formatted correctly.
5.3 Upload all required contact information, including name, email address, and phone number.
- Check Phone Number Format
Before uploading the file, make sure all phone numbers follow the correct format.
6.1 Malaysia (MY)
Phone numbers should follow this format:
01xxxxx
6.2 International Numbers
For international phone numbers, make sure the number follows the correct country format.
Examples:
Singapore (SG): 65xxxxxx
United States (USA): 1xxxxxxx
6.3 Incorrect phone number formats may cause upload issues or incorrect contact processing.
- Check Contact Name Formatting
7.1 Review all contact names in the upload file.
7.2 Make sure the names do not contain any pipe symbol issue.
7.3 The pipe symbol looks like this:
|
7.4 Remove the pipe symbol from the name field before uploading the file.
- Choose Lead Assignment Type
After uploading the file, choose whether the leads should be assigned to a user or to a team.
8.1 Assign to User
If you want to assign the leads to a user, select User.
Choose the user who should receive the leads.
8.2 Assign to Team
If you want to assign the leads to a team, select Team.
Choose the team that should receive the leads.
Click Show Member to view the users inside the selected team.
- Check Team Members
9.1 If you are assigning leads to a team, make sure the team only contains the users who should receive the leads.
9.2 If there are users in the team who should not receive the leads, click Open Team Settings.
9.3 Remove the users who should not be included in the lead assignment.
9.4 After updating the team, return to the curation upload process.
- Preview Uploaded Data
10.1 After submitting the file, check the Preview Data section.
10.2 Make sure all leads appear correctly in the preview.
10.3 Review the contact name, email address, phone number, and assignment details.
10.4 If any lead is missing or incorrect, fix the upload file before importing the data.
- Import the Leads
11.1 Once all leads appear correctly in Preview Data, click Import Data.
11.2 The system will import the leads into the selected user or team.
11.3 Always follow this order:
Create Curation → Open Curation Details → Import Data → Upload File → Choose User or Team → Check Preview Data → Import Data
- Final Check
12.1 After importing, confirm that the leads have been assigned to the correct user or team.
12.2 If the leads were assigned to a team, make sure the team member setup was correct before the import.
12.3 This helps prevent leads from being distributed to the wrong users.