• 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 Create, Edit, and Delete Workflow Steps

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

• 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

• How to change a lead's Segment?

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

• 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.Few readers

• 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 NumberFew readers

• 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 CreatFew readers