How do I import my contacts or leads into PipelineDeals?
From the contacts page, select Import Contacts the menu on the left side of the contacts screen. To import a list of lead, click on the Leads tab then Import Leads near the upper right side of your page. *Important We think of Leads as any unqualified potential opportunities that are tracked with a Lead Source. They differ from Contacts which are for your existing relationships. When you run a Leads Import you will be able to manage that lead from the Leads work-list. It’s important to note that a contact record will also be created so that you can further edit the Leads’ details. Next you will begin the 3 phase import process. Phase 1- PipelineDeals requires that you import contact and lead files saved as CSV’s. Most applications including these following systems support saving to a CSV: • vCards • MSFT Excel • Outlook 2007 • Outlook 2003 • Outlook Express • Salesforce • Highrise • ACT! V9.0 • Bulk Leads Import Once you’ve saved your file as a CSV click browse to upload it Phase 2- Yo
