A deal for each contact row
Your pipeline is full the same day you switch.
Imported records are owned by you, and workflows that start on a new deal run for them.
Find it in PipeLeads CRM
- Settings
- Import / Export
- mapping step
/settings/import-exportWhy it’s better
Bring contacts and their deals over in one file.
You start selling in the new CRM on day one, not after a week of retyping.
PipeLeads CRM
Put A deal for each contact row to work.
See every deal. Know the next step. Let the follow-up run itself.