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Import Lead in CRM

Title

Import Lead in CRM

Description

This guide explains how to import a lead into CRM

Procedure

STEP 1 - Begin by selecting "Leads" from the dashboard.

STEP 2 - Click on the option to create a new lead (e.g., "New Lead").

STEP 3 - Click "Download sample Excel" to obtain the template for Leads details.

STEP 4 - Fill in the details for each lead’s details on the Excel sheet.

STEP 5 - After filling out the Excel sheet, upload the file by clicking "Choose File".

STEP 6 - Click "Import" to import the Leads into your CRM system.

Video Demonstrates the Steps Above

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