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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 Update a Contact's Information
Update a contact's information in LeadLoft by clicking on their name and making edits in their lead profile.
Step-by-Step: How to Change a Lead's Segment
Learn how to update the segments of your existing leads in LeadLoft.