Guide on how to import leads in Forefront CRM
The ability to import current leads that users are working on into Forefront is one of the key criteria for customers migrating from other platforms. This guide will provide you with step-by-step instructions on how to import data and customize fields to ensure seamless integration with your Forefront CRM system.
To import data from another system using a CSV file, ensure the file is properly formatted for accurate allocation. Use a CSV editor like Excel, as the Forefront application does not support this process.
Please take note: The system will notify you of missing data, but you can still import it. If there are any discrepancies or typos in the header or values of the data compared to Forefront, you will be alerted. Importing all the required data may require multiple attempts for proper adaptation.
Check out this user-friendly video guide on how to import with Forefront. It’s split into two parts, so make sure you have enough time to watch and grasp the instructions.
Step 1: Accessing the import settings
1.1 Login to your Forefront CRM account
1.2 Navigate to the “Settings” section
1.3 Click on “Import” to access the import settings
Step 2: Preparing your list
2.1 Ensure that your list is ready for import after downloading the template
2.2 Identify the columns from your list that you want to include in Forefront CRM
2.3 Examples of relevant columns may include the number of beds, baths, building size, lot size, and lead information
Step 3: Customizing lead information fields
3.1 Go to the “Lead Settings” section
3.2 Click on “New Custom Field” to create a custom field
3.3 Provide a label for the field, such as “Bathroom Count.”
3.4 Select the appropriate field type, such as “Number.”
3.5 Click on “Create” to add the custom field
Step 4: Customizing contact fields
4.1 In the “Contact Settings” section, add any additional custom fields for contacts
4.2 For example, you can add fields like work email, company, or any other customized information field
Step 5: Download sample CSV
5.1 Return to the “Import” section
5.2 Click on “Download Sample CSV” to obtain a sample CSV file
5.3 The sample CSV will include the lead and contact settings, as well as the custom fields you added
Step 6: Matching columns and importing data
6.1 Open the sample CSV file
6.2 Match the columns from your list to the corresponding columns in the sample CSV
6.3 Use the help text provided in the second row of the sample CSV to guide you
6.4 Copy and paste the data from your list into the appropriate columns in the sample CSV
Step 7: Validating and importing data
7.1 Save your modified sample CSV file
7.2 Return to the “Import” section
7.3 Select the file you saved
7.4 Choose the label and default status for the imported leads
7.5 Click on “Start Validation” to initiate the validation process
7.6 Wait for the system to validate the file
7.7 If any issues are detected, review the validation errors by clicking on “Show validation errors.”
7.8 Address any errors or warnings by correcting the columns in your list or adjusting the lead settings
7.9 Once the validation is successful, click on “Start Import” to begin the import process
7.10 Monitor the progress in the inbox, where the numbers will increase as leads are imported
7.11 After the import is completed, the leads will appear in your pipeline according to their assigned status
Importing data in Forefront CRM is a simple and efficient way to add leads and contacts to your system. By following the step-by-step guide provided, you can ensure a smooth and error-free import process, allowing you to manage your data effectively within Forefront CRM.
For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!