Upload and clean
Upload today's lead export from Salesforce. Velocity cleans it, then you allocate.
In the pilot, 15 new leads a day enter Velocity
The best 15 by tier and group are kept; the rest of the file is not stored. This example shows the full team, with the cap off. Change it in Admin, Settings.
salesforce-leads-12-oct.csv
Uploaded Today 09:12 by Meera J. · 112 rows · cleaned in 3 seconds
Rows in the file
112
5 duplicates merged
Fixed automatically
107
406 corrections
Ready to allocate
97
3 go back to their owner
Need a look
4
Velocity could not fix safely
Held back
6
4 junk or student, 2 already worked
Needs a look: 4
Only what Velocity could not fix safelyRohit Khan · Arjun · row 4
Phone has 5 digits, expected 10; email only
Priyanka Gupta · Dev · row 18
No phone number; email only
Harish Rao · Aditi · row 30
Phone does not look like an Indian mobile number; email only
Meenakshi Sharma · Zoya · row 61
School may be Lakeview International School (94% match): confirm
What Velocity fixed
The clean-up done by hand todayPhone put in +91 form104
Grade read from text94
City spelling standardised71
Board standardised57
Name tidied29
Email lower-cased27
Matched to the school list24
| Row | Field | In the file | After clean-up |
|---|---|---|---|
| 1 | Phone | +91-7287921742 | +917287921742 |
| 1 | Grade | XI | Grade 11 |
| 1 | City | Gurgaon | Gurugram |
| 2 | Board | IGCSE | Cambridge |
| 3 | Parent | DIVYA Bose | Divya Bose |
| 3 | Divya.Bose2@Example.com | divya.bose2@example.com | |
| 3 | School | Indiranagar Intl | Indiranagar International School |
| 91 | School | Green field academy | Greenfield Academy |
Every change is kept with the lead, so anyone can see what the file said.