- This method will not import Phone Numbers. If you need Phone Numbers in your LeadTrain account then go to Method #2 or #3
- If you have more than 10 levels you should also not use this Method and go to Method #2 or #3
1. Log in to your dōTERRA back office at mydoterra.com
2. Go to “Wellness Advocates Services” in the top right.
3. Select the “Mailing Labels” option
4. Change Levels so it reads 0 – 10. Make sure your selections look like this:
5. Click on Update Report
6. Click on Create Mailing Labels. It will be sent to your email as a CSV file.
IMPORTING CSV FILE INTO LEADTRAIN TEAM AREA
Because we've exported our data and cleaned up our CSV file this makes it very seamless for us to import it into LeadTrain Team Tab.
Here's how to do the import:
- Log into your LeadTrain account
- Go to Contacts tab from the left-hand side navigation menu
- Click on Team tab
- Click on +Member button
- Select Import
- Choose or drag in your saved CSV file
- Follow the prompts to choosing the correct fields. Basically you need to pull down and match the correct fields from your CSV (the header row) to match the field that LeadTrain wants you to pull in.
LeadTrain's Import Manager will only ask for the following fields: