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Import Leads to an Existing Project.

We've added the ability to import leads directly into an existing workflow.

A
Written by Alex.G
Updated over 2 weeks ago

If you’ve already set up a working workflow with the right tools and processes, there’s no need to recreate it—you can reuse the same workflow to achieve your goal.

You can quickly add new leads to your exisiting project by clicking on 'Import Leads'

This will trigger 'The import Leads Menu' and you will have access to several options:

  1. Merge Chat - discussed here

  2. Generate with List Builder - select this if you want to use our Initial List Builders to import new leads, eg Scrape Sales Nav.

  3. Import CSV - upload a CSV file to your exisiting project/workflow.

If you pick 'Generate with List Builder' it will open up all the 'Initila List Builder' options as shown in the screenshot.

Here is a step by step video demonstration of how to do this in just a few steps, this will surely speed up your prospecting!

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