Ready to import leads into ReadyMode? Get started here.
ReadyMode's Import Tool makes it easy to quickly load leads into your CRM. In this guide, we'll walk you through how to prepare your lead files to work optimally with ReadyMode. You'll also learn what options are available for configuration and settings in the Import Tool, and how to review your results afterwards.
- Step 1: Prepare a Lead File for Import - Learn how to format your data for best results.
- Step 2: Upload a Lead File for Import - Upload your lead file to the Import Tool.
- Step 3: Field Mapping for Import - Match the data in your file with ReadyMode's fields.
- Step 4: Configuring Import Settings - Decide how your file will be processed.
- Step 5: Import and Review Leads - Import your file and review your results.
Need help with importing your data? Don't hesitate to reach out to our Technical Support team for advice!