Steps
- On Leads click Import. Download a sample file shows the layout.
- Columns can be Name, Phone, Email, Company, Source and Notes; common headings like Mobile No work too. Only a phone column is required.
- Upload the CSV. A number that already has an open lead is skipped, and any row with a problem is listed with its line number.
- To download, filter Leads the way you want and click Export. You get exactly the leads on screen.
Good to know
Up to 5,000 rows at a time.
Imported leads get no owner, follow-up date or automation. Set those from the list afterwards.