Managing your client database efficiently begins with an effective lead importing process. In a recent session, Alex Branning and Will Winter discussed the best practices for importing leads into Agent CRM, focusing on ensuring clean data and effective lead nurturing. This guide will walk you…
importing leads
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Original Question: TL Priester asked us: “I’m importing leads from my CSV file, but it’s only importing the first lead. Any suggestions?” Answer: If your CSV file is only importing the first lead into Agent CRM, there are a few key things to check to…