Go to website
Learn how to use LeadLoft to track leads and deal flow.
How to Import Leads
How to Import Leads Import leads here. If you already have data that you’d like to migrate over to LeadLoft, follow these steps:
How to Create, Edit, and Delete Lead Views
How to Create, Edit, and Delete Lead Views Lead Views are a powerful tool for organizing your CRM. You can filter leads by lead stage, previous email communication dates, and so much more. To create and edit lead views, please follow these steps: Create Lead View Start in ‘All Leads' -> Add filter -> Choose any filter(s) you want -> Save View -> Save Edit Lead View Filters _Open
How to Export Leads
How to Export Leads Exporting leads can be a really easy way to transfer data between LeadLoft accounts or any other use case you may have outside of LeadLoft. To export your data, follow these steps: