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Import Leads to your Pipeline

If you're starting to implement your sales process into noCRM, and wish to import qualified business opportunities into your customised pipeline, use the Lead Import feature available from the Leads menu of your account.

To access it, open the Leads menu from the top navigation bar, then click Import leads at the bottom of the menu.

⚠️ It's not possible to update existing leads through an import.

Access the Import leads button

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

Lead Import upload page

How to proceed to importing your leads:

Prepare your file to ensure your data is properly imported. If you don't have a file yet, a template is available inside your account, that matches your account configuration.

  • Your CSV file can contain up to 3000 rows.
  • Date format must be YYYY-MM-DD
  • Accepted statuses are: To do, Standby, Won, Lost, and Cancelled
  • Ensure phone numbers are formatted as strings, and not numbers. The best is to have international numbers such as +12345678899
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