Importing Leads

Updated 1 year ago by Celina Kwan

  1. Select Import > File Import.

  1. Click Start a New Import.

  1. Click Select a file to upload your file.
  2. Select the Contains Lead information only option for importing leads.

  1. Click Next.
  2. Select from the options in the drop-down list and click Next again.
  1. In the Mapping screen, you will need to map the fields in the spreadsheet with the lead fields and select at least one field for duplicate checking.

In this release, Favorite Lists are not supported for leads. You cannot create a Favorite List to retrieve the leads after they are imported.


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