Importing leads or clients

A video for this guide is in preparation.

Importing leads and importing clients follow exactly the same steps as importing cars — upload, column matching, preview, result.

1. 1
   On the Leads or Clients page, click Import CSV.
2. 2
   Match your columns to the required fields — for a lead: name, phone, brand and model wanted, budget. For a client: name and phone.
3. 3
   Check the preview, then run the import.