This video will guide you through the process of importing your customer lead list into LMN's CRM using an Excel or .CSV file. If you already have your customer and/or contact and jobsite information in another application, we've build an import tool to make it as easy as we can to get setup and running with LMN's CRM.
In this video you will learn how to:
- Import client, customer and/or lead information into LMN's CRM using an Excel spreadsheet
- How to save an Excel spreadsheet as a CSV file
- Find LMN's sample excel import file - for easier formatting