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Learn how to use LeadLoft to track leads and deal flow.
How to Import Leads?
Learn how to import leads into LeadLoft using a CSV file. Follow the step-by-step guide and make sure to have at least one of the following: email address, first name, and last name for each lead.
How to Export Leads
Learn how to easily export leads from LeadLoft for transferring data between accounts or any other use. Follow our step-by-step instructions or watch our video tutorial for guidance.
How to Create, Edit, and Delete Workflow Steps
Learn how to create, edit, and delete lead views in your CRM using Workflow Steps.
What's a "Status" in LeadLoft?
Learn about LeadLoft's statuses and how they help you stay organized and know which leads need attention. Quick overview and detailed breakdown provided.
How to change a lead's Segment?
Learn how to update the segments of your existing leads in LeadLoft.
How to Update a Contact's Information
Update a contact's information in LeadLoft by clicking on their name and making edits in their lead profile.
How to integrate LeadLoft using Zapier?
LeadLoft integrates with other application using Zapier. If you don't already have a Zapier account, you'll need to sign up for Zapier here - it's free to get started. What is Zapier? Zapier acts as a middle man for integrations. Applications all integrate with Zapier and Zapier then allows you to integrate with any tool that is available on Zapier. Example: (https://storage.crisp.chat/users/helpdesk/website/5d1c8fa70da92c00/integrations-zaps1rxrxs1.
Why is my import skipping so many contacts and leads?
One of these is required to import a row of data: Full Name Email Address Phone Number
How to create new leads?
How to Create Leads Manually You can create leads manually by clicking the "+" icon on the "All Leads" tab. See here: Other methods to create Leads in LeadLoft: The LeadLoft Prospector Import Leads Creat