Import Leads

Upload a CSV → review contacts → transfer to CRM

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Columns auto-detected: Name, Phone, Email, Company, City, Provider, Bill, Notes, etc.

Recognized column names (flexible — partial matches work):

Name · Phone · Email · Company · City · State · Address · Provider / Carrier · Bill / MonthlyBill · Service · Interest · Notes · CustomerType · Lines

Staged Contacts

No staged contacts yet

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