Help Center

From setting up your account to mastering each and any feature of noCRM.

Create leads from a prospecting lists

You can create and edit a spreadsheet directly inside your noCRM account. Once a contact becomes a real opportunity, click on the left button to turn it into a brand new lead and start moving it through your smoothly set sales process.

⚠️ If you create a lead by mistake and wish to reactivate the prospect, simply delete the lead and the row will be active again in the spreadsheet. Deleted items can also always be restored from the bin in noCRM.

A "configuration wizard" will help you import the spreadsheet properly.

Watch the tutorial: (check at 2m27s)

It's not possible to automate the creation of leads from prospecting leads.