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Import Prospects / Clients from Excel

Let's get you started real fast. With our easy Excel import, you can import your clients from Excel.

To import your clients, you will need to adjust them into our import template

Download our template - CLICK HERE

Leave the headline and insert your data in the list. Notice that the "Prospect Owner" field must be the user as created in the system's Firstname + Lastname (Example: "John Doe").