VS CRM
🚀 How-to Guide

Import Leads in Bulk via CSV

Upload multiple leads at once using a CSV. Save time, reduce manual entry, and keep your CRM updated with accurate lead information.

Guide

Overview & Navigation

Follow these quick steps to reach the Import Leads page in your CRM.

Navigate

  1. Open your CRM application.
  2. Go to the Dashboard.
  3. Click on the Lead option in the dashboard menu.
  4. Select the Import Lead option.
  5. You will now reach the Import Leads page.

💡 Pro Tip: Ensure Proper CSV Format

Ensure your CSV follows the correct format with proper column headers to avoid import errors.