Articles on: Automate Sales CRM

How to upload bulk leads in the CRM App ?

  1. First click on this setting tab, then bulk data import, then click on download sample.


  1. Enter your data here and make sure that all the fields marked as mandatory in your respective lead form should be filled here.


  1. Save the data in CSV format and go back to CRM and upload the file.


  1. Your leads will get uploaded to the CRM app.


PS: Make sure to use the same pipeline and stage name that are mentioned in the app.





Updated on: 04/11/2024

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