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Adding your Searched Leads to WarPlan Contacts

Written by Gail

Once you’ve run your search, you are ready to get your leads into WarPlan account.

Step 1: Click on a campaign in the left side bar

  • Click into the results and either select the Leads you want to send to WarPlan, or, Select All.

  • You can choose to send only “Today’s” results or across multiple days of searches.

  • Click Send to CRM

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