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How can I import leads in bulk? Are there any formatting requirements?
How can I import leads in bulk? Are there any formatting requirements?
Erin Crager avatar
Written by Erin Crager
Updated over 8 months ago

You can upload a csv file to your leads dashboard by clicking the dropdown menu in the top right > clicking Import Leads.

The sheet should be in csv format, and should contain the following columns: first name, last name, email. The order of these columns does not matter. The import tool will decipher which column is which. These are the only three columns that can be imported at this time. You can assign stages afterward from the dashboard.

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