How Do I Import Leads?

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Step 1:  Click on the LEADS button from the Main Menu and choose List View or Card View.

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Step 2:  Click on the Add Icon(+) at the top right of the screen.

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Step 3:  You will have the option to Add Lead or Import Leads. For this example, we will select Import Leads.

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Step 4:  Download the Template, Upload your file from your device, and click the Import button. 

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