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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 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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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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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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Step-by-Step: How to Change a Lead's Segment
Learn how to update the segments of your existing leads in LeadLoft.
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