Creating Leads · From prospecting lists

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From a prospecting list

You can create and edit a spreadsheet directly inside your no account. Once a contact becomes a real opportunity, click on the left button to turn it into a brand new lead.

⚠️ 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.

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

Watch the tutorial: (check at 2m27s)