Adding the contacts you have stored on your Email account to FreeAgent CRM is fast and easy. Just link your Email address to FreeAgent CRM, select the contacts you wish to add and you are done.
To save you time, here’s a short video we created to help you add leads. You can also continue reading below for the instructions to add your leads.
Add leads to FreeAgent CRM
To get started, click your portrait and then click Setup (1) and click the 'Add Leads' (2) card.
There are three options to add your leads:
- Share them with your team, from your Email account
- Import Leads (from a CSV file)
- Create new lead
Share Your Leads
You will need to link your Gmail or Office 365 email account to proceed. If you haven't then please visit the following tutorials for additional instructions:
This feature is not supported for IMAP accounts.
Once your Email is linked to FreeAgent CRM, select the 'Share your Leads' option.
A list of all your existing contacts within your Email account will be displayed.
You can share them all, or select a few by clicking on the checkbox on the left side. Once you have the ones you need, click the 'Share' button. This process will take a few seconds to complete.
If you add a lead that has an account that doesn't exist yet, a new account will automatically be created.
Excellent! Now that you have added your Leads you can take advantage of other features. and take it to the next level. Here are some articles that are great next steps that will take you to the next level: