Adding Leads to FreeAgent CRM is fast and easy when importing through a CSV file.
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, 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
Import Leads (from a CSV file)
Click the 'Import Leads' button.
Then download the CSV template.
Add your leads information to the CSV template. Please note that you do not have to fill out every field, but it is important to keep the column names the same.
Import the file by clicking on Upload CSV File button. Select the file from your computer.
The process can take a few minutes to complete depending on the size of the file. Please note that you may need to refresh your browser to see the newly created records.
Once the upload process is complete, your leads will be available on the Leads view.
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: