How to Save Notes While Importing Leads From Top Producer, Followup Boss or any other CRM

Follow these basic steps to learn how to save notes while importing leads in LeadBooker CRM

 

- Visit LeadBooker CRM  Leads

- Click on the Import button as shown in the image below:

 

- Choose the CSV file you wants to import.

- Then choose Site & Lead Type as shown in the image below:

 

- On the next page, you can see all fields of your imported file as in image below.

- Select Notes field from our field's dropdown for the CSV file column which contains notes as shown in the image below: