The Prospect Activity screen is designed to work via integration to the DMS, but you can also manually load Prospect Activity, or import a CSV file of Prospect & CRM records.  It is recomended that you only import Prospect records via spreadsheet if you DON'T have DMS integration.

If you have the Import Prospects role enabled you will see an import button as circled below.

Clicking on 'Import Prospects' you have a popup where you can specify the Yard and User that you want to import your Prospect records to. 

Uploading Prospect records will only work if it is uploaded via a specific excel template.  If you don't have the format you can click on 'DOWNLOAD HEADER' to download the template required for uploads.  Enter or copy/paste your records into the spreadsheet without deleting the column headers, and save the file as a CSV (Comma Delimited).

The values in the spreadsheet must match exactly what is set up in AutoPlay.  For example "14 Day Follow Up" must be loaded exactly - "14-Day Fol-Up" will not work.

To upload your file click on 'UPLOAD' and select your CSV file (make sure the file is closed in Excel).  Once uploaded you will see the file ready to import as 'File To Import: ProspectTemplate CSV'.  To finish your import click on the 'IMPORT' button and your import will be queued to complete within the hour.  Once finished your records will be visible in the Prospect Activity screen.