• 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.Featured

• 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.Featured

• How to Create, Edit, and Delete Workflow Steps

  Learn how to create, edit, and delete lead views in your CRM using Workflow Steps.Featured

• 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.Featured

• 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.Featured

• Step-by-Step: How to Change a Lead's Segment

  Learn how to update the segments of your existing leads in LeadLoft.Featured