Import Leads

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How to Import Leads into Grow CRM

How to Import Leads into Grow CRM

This guide will walk you through the process of importing multiple leads into Grow CRM using either CSV or Excel files, allowing you to quickly populate your sales pipeline with potential customers.

Overview

Grow CRM’s leads import feature allows you to add hundreds of leads in just a matter of seconds. This functionality is particularly valuable when migrating from another system or when you need to add a large number of prospects to your sales pipeline at once.

Import Process

1
Navigate to the Leads Section

Click on “Leads” in the main menu, then locate and click on the “Import Leads” icon in the leads page.

Navigate to leads section and click on Import Leads icon
2
Prepare and Upload Your Lead Data

Once you click the Import Leads icon, a modal window will appear with further instructions:

  1. Download the provided sample files (CSV or XLSX format) to see the required format
  2. Fill the template with your lead data, following the exact format
  3. Drag and drop your completed file onto the designated area
Import leads modal window with upload area
3
Review Import Results

After uploading your file, the system will process the data and display the results:

  • Number of leads successfully imported
  • Any errors encountered during the import process

This completes the import process. Each imported lead will be available in your leads dashboard for immediate follow-up.

File Format Requirements

Important: Your import file must strictly follow the format of the sample templates provided. Any deviation may result in import errors or incorrect data.

The system accepts two file formats:

  • CSV (Comma Separated Values) – A simple text file format that can be opened and edited in various applications, including Excel and Google Sheets
  • XLSX (Excel) – Microsoft Excel’s native file format

Leveraging Lead Import for Sales Success

Properly importing leads is just the first step in an effective sales process. Once imported, you can:

  • Assign leads to specific team members for follow-up
  • Categorize leads by source, status, or other criteria
  • Track lead progression through your sales pipeline
  • Convert qualified leads to clients with a streamlined process

Troubleshooting Common Issues

File Format Errors

  • Ensure column headers match exactly as shown in the template
  • Do not add or remove columns from the template
  • Check for special characters that might cause parsing issues

Data Format Issues

  • Ensure dates are in the correct format
  • Phone numbers should not contain special formatting characters
  • Email addresses must be in valid format

Next Steps After Import

Once you’ve successfully imported your leads, consider these important follow-up activities:

  • Review lead assignments to ensure proper distribution among your sales team
  • Verify lead categorization and statuses
  • Schedule regular reviews of your lead pipeline to maintain data quality
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