Summary:
Import leads in bulk from CSV files or connected systems to save time.
Steps:
Go to Leads > Import.
Select your import source:
CSV File
Integrated CRM/Email Platform
Map your file’s fields to Triply’s lead fields.
Click Import and wait for confirmation.
🔔 Note: Always review imported data to ensure accuracy.
Common Questions:
Q: Is there a template for CSV imports?
A: Yes – download the sample CSV from the Import screen before uploading.