Understand a full picture of your sales funnel by tracking, tagging, and sorting your leads however you wish! Separate yourself from the competition with the following steps:
Step 1: Add your leads to our Contact Import Template
Use this Contact Import Template to correctly format your leads.
Important Note: You must use only these exact column names in order for your leads to be uploaded successfully.
Step 2: Export and save your file as a .CSV
After you've inputed your leads into the Contact Import Template you'll need to export it as a .CSV file and save it.
Within the template: click File → Download → Comma-separated Values (.csv, current sheet)
Step 3: Upload your CSV file to the CRM
From the left side menu go to: Settings → Get Started → Upload Leads
Select the Upload CSV File and choose your file
Step 4: Select the Contacts you want Imported as Leads
Select the top box ☐ (to the left of Email) to select all leads (or select the boxes next to only the leads you wish to upload)
Select Create IDX Accounts for Leads after uploading your list.
Select Send confirmation email to send your clients an automated notification.
Scroll to the bottom of the page and select Next to complete importation