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Import Clients to create Client Folders

In no CRM, Client Folders were thought to group several leads you have with the same customer.

If you wish to import your existing clients into no CRM in order to group leads you can use the Client Import feature, available in the Tools section of your account.

client import

⚠️ This feature is enabled by default for Admins only. If you wish to allow all users to import Clients, please enable the feature from your Admin Panel > Account Settings.

A video explaining how to proceed is available in the Client Import menu, but you can watch it from here too: