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Leads and data

Import, organise and export your leads and the data on them.

8 articles
Import leads from a CSVUpload a spreadsheet into a campaign, map its columns and import without duplicates.Undo (roll back) an importRemove the leads an import added, from the Imports tab.Add a lead manuallyCreate a single lead without a spreadsheet.The lead profile explainedEverything on a lead’s page, from the action bar to the activity timeline.Custom fields and sectionsTrack your own data on leads and opportunities, grouped into sections.Lead statusesCustomise the statuses you move leads through, and which ones count as finished.Smart ViewsSave filters and columns as a view your whole team can use.Export leadsDownload leads as a CSV, with all fields or just your visible columns.
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