1

First, download the sample Excel format by clicking the Download Sample Format button.

2

Once downloaded, remove the sample data and enter your new, clean lead data into the format.

3

After preparing your file, click the Choose File option and select your CSV file.

4

If you already have your own Excel sheet in CSV format, you can directly choose your CSV file using the Choose File option.

5

Click the Import button to upload your file.

6

A page will open showing your CSV file fields and CRM lead fields. Map the columns carefully — make sure Name, Email, and Mobile are mapped for sure.

7

Once all fields are mapped, click the Process To Insert Lead button.

8

Your leads will be imported into the CRM.