PipeLeads CRMPL-14.01

CSV import wizard

Your contacts and companies are in on day one.

Problems are listed by row so you can fix the file and come back.

Find it in PipeLeads CRM
  1. Settings
  2. Import / Export
/settings/import-export

Why it’s better

Move from your old CRM without a consultant.

Switching CRMs is an afternoon, not a project.

Inside this feature

2 parts that make it work.

Import & Export › CSV import wizardPL-14.01.1A deal for each contact rowYour pipeline is full the same day you switch.Import & Export › CSV import wizardPL-14.01.2CSV exportNo lock-in.

PipeLeads CRM

Put CSV import wizard to work.

See every deal. Know the next step. Let the follow-up run itself.

Check out PipeLeads CRM See pricing

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