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Articles on:CRM
Learn how to use LeadLoft to track leads and deal flow.

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  • 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

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