Import from Legacy PipeLeads
Four steps: choose source, preview changes, run in batches, read the summary with a CSV of skipped rows.
Find it in PipeLeads CRM
- Project switcher
- Import from legacy...
/import/legacyThe chain
From what it does to where it takes you.
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01
FeatureWhat it does
Safe to run again: it updates instead of duplicating, keeps your edits, and never touches the legacy app.
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02
AdvantageWhy it beats the usual way
Years of pipelines, leads, people and activities come across intact.
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03
BenefitWhat you get
Upgrade to version 2.0 without losing history.
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04
Promised LandWhere it takes you
You move forward without leaving your past deals behind.
Try it yourself
Put Import from Legacy PipeLeads to work.
See every deal. Know the next step. Let the follow-up run itself.