How to Import your information

In this video, I walk you through the simple process of importing your existing data from a previous CRM or an export file. By navigating to the settings and selecting the data option, you can easily upload your CSV file. I demonstrate how to analyze the file, which shows the number of contacts and deals, and how to map the fields accordingly. Remember to review the fields and skip any unnecessary columns before hitting the start import button. Take a moment to grab a coffee while the import completes, as it may take a few minutes.