PipeLeads CRMPL-14.01

CSV import wizard

Upload, map columns (auto-matched), review rows with problems by row number; download templates.

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

The chain

From what it does to where it takes you.

  1. 01

    FeatureWhat it does

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

  2. 02

    AdvantageWhy it beats the usual way

    Move from your old CRM without a consultant.

  3. 03

    BenefitWhat you get

    Your contacts and companies are in on day one.

  4. 04

    Promised LandWhere it takes you

    Switching CRMs is an afternoon, not a project.

Inside this feature

1 part that makes it work.

Import & Export › CSV import wizardPL-14.01.1CSV exportNo lock-in.

Try it yourself

Put CSV import wizard to work.

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

Visit PipeLeads CRM Start freeSee the PipeLeads CRM page

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