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CRM
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.
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How to Create, Edit, and Delete Workflow Steps
Learn how to create, edit, and delete lead views in your CRM using Workflow Steps.
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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.
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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.
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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.
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How to change a lead's Segment?
Learn how to update the segments of your existing leads in LeadLoft.
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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.
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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 Number
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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 Creat
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