2. Importing Customers + Leads into the CRM
This section will help you setup your CRM as fast as possible, by importing data from other systems.
quickbooks import qb crm import crm customers quickbooks desktop video customer import client import Importing Customers from QuickBooks Desktop
Watch this video and you'll be able to import your customers from QuickBooks in ten minutes or less! In this video, you will learn how to: Import customers from QuickBooks Import job information from Quick...
import crm customers guide leads excel csv import file video customer import client import Importing Clients/Leads into CRM from a Spreadsheet, Excel or CSV File
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 ano...
quickbooks import guide leads quickbooks online qbo client import Importing Leads & Customers from Quickbooks Online
Getting started with LMN's CRM is a lot easier when you don't have to enter all your customer data! So make it simple and import your leads/customers using your existing Quickbooks Online company file... L...
import crm customers guide leads importing crm clients customer import client import Importing Clients/Leads (CSV File)
You can import a list of client/leads to make it faster to setup your CRM! LMN handles the importing of .CSV files - a popular format for importing/exporting data between various applications. The CRM impor...
crm guide leads clients export exporting contact export client export lead export export leads export clients Exporting clients/leads to a spreadsheet (CSV file)
You can export your client/lead information to a spreadsheet/.csv file. This feature is especially handy for those who use email marketing software (e.g. MailChimp or Constant Contact) to send marketing and...
import crm guide google contacts example google import Can I Import LMN Contacts into Google Contacts?
Preparing Your Import File: Export your contacts from LMN (for information on how to, click HERE). Download this file: Google Contacts Import Headers Copy and paste the header names from the Google Contacts...