TrucksMate – Call Admin

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A

Admin

Portal version

Add team member

They sign into the extension with this email and password.

Full name Email

Password (8+ characters)

Role

All lists

New lead list

Upload a spreadsheet, choose what agents see, and split it between your team.

1

Choose your file

Excel (.xlsx, .xls) or CSV. The first sheet is used.

⬆ Drop your spreadsheet here or browse your computer

Download a sample file

2

Choose your columns

For each field, pick the matching column from your file. Only Phone is required.

FieldColumn in your file

Phone *

Name

Company

3

Name it and assign

Numbers are split evenly between the agents you tick.

List name

Agents

Preview

Choose a file to see what your agents will get.

First rows of your file