Import leads from Excel or CSV
From another CRM, an event list, or a spreadsheet.
- 1Open Leads and choose Import.
- 2Pick an Excel or CSV file. It needs a header row, and for each lead a name, an email or a phone number.
- 3Check the rows: problems are shown first, then those already in your leads.
- 4Choose whether to skip leads already here or fill in what they are missing, then import.
Column names can be in Arabic or English, in any order. Optional columns: company, job title, stage, temperature, value, owner (a teammate’s email), date added and notes.
Tip: Download the starter file from the import window to see the columns, or export your leads: an exported file imports as it is.
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