Send the data in a .csv file to and we will upload it for you. You can download and view the standard upload format here. Make sure you have all of the following columns filled out in your spreadsheet before you send it to us.

  • Name (the lead's name)
  • Stage Name
  • Channel Name (i.e. lead source)
  • Assigned To (the user in your account to assign the leads to)
  • Lead Type Name (the lead type these leads should be imported into)
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