STEP 1 - Access
Click on the Profile Picture Icon in the upper-right corner > Settings > Import Leads.
STEP 2 - Download the Template
Download the sample spreadsheet provided.
We recommend using this template since the column names are already correctly formatted for the import process.
STEP 3 - Importing Leads
Fill in the lead information in the spreadsheet.
Return to the Import Leads section.
Click "Import Leads".
Upload the spreadsheet, wait for the system to verify the data, and proceed to the third step of the import process to select the desired information.
If you still have questions, please contact support or reach out via WhatsApp.