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Importing CRM Data (Leads)

Import your leads so the sales team starts with a populated pipeline.

#At a glance

DetailValue
AudienceAdmins, sales lead
Estimated timeDepends on volume
Portal areas usedCRM → Import
AI usedNone (import)

#Purpose

Bring existing leads into CRM using the supported import so sales isn't starting from scratch.

#Business outcome

Your pipeline is populated with clean, imported leads ready to work.

#Implementation checklist

1

Export leads from your current system to CSV

2

Clean and de-duplicate before importing

3

Import leads into CRM (CSV, or Apollo where used)

4

Spot-check imported records and fix mapping issues

#Dependencies

  • Target org configured
  • A clean CSV of leads

#Risks

Watch for these

  • Importing dirty or duplicate data
  • Assuming other objects import the same way (they don't)

#Success criteria

Done looks like

  • Leads are imported and spot-checked
  • Duplicates were removed before import
  • The pipeline reflects reality
Import Leads

Step-by-step how-to.

Manual Migration

Everything else.

Contact Support

Reach the DevSphere OS team.

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