To import leads into NOVA CRM, ensure your leads are saved in a CSV file. If your data is in an Excel file, simply use the "Save As" option to save it as a CSV. Once your CSV file is ready, go to the People section in NOVA CRM and click on "Import Lead."
Select your CSV file from your device, then map the CSV fields to the corresponding NOVA CRM fields by dragging and dropping, such as first name, last name, email address, and phone number. If your CSV includes additional fields like tags, source, or notes, map those as well; otherwise, you can manually enter tags and sources for all imported leads.
After mapping, click "Import" and monitor the import status in the bottom left corner. You can review the imported leads under the "Import Lead" section.
For any queries, you can reach out to us at [email protected] or call us at +1 844 644 0023.