Create Client Folders to manage upsells and renewals

In noCRM, Client Folders were thought to group several leads you have with the same customer so you can better organize your sales process.

Just as you can import leads to your pipeline, you can also import client folders into noCRM.

If you wish to import your existing clients into noCRM in order to group leads, use the Client Import feature available from the Clients menu of your account.

To access it, open the Clients menu from the top navigation bar, then click Import clients.

Once you're on the Client Import page, you can upload your file and import your client information into noCRM.