Importing leads, contacts, and deals into Sell – Second Brand

Available on all Sell plans

Closing deals in Sell all starts with having the right data imported. This means importing your current list of leads and ensuring that you have their key fields included, such as email, phone, address, and any other key identifiers. You should also import any contacts that are already in your sales pipeline.

When you have a CSV file of your leads and contacts, an admin can upload the file in Settings > Data > Import.

Leads are potential clients that have not yet qualified to become a contact in your sales process. A lead typically becomes a contact when you’ve identified more specifics around the product or service they’re interested in. This then qualifies them to enter the first stage of your sales pipeline.

You should import leads and contacts separately into Sell, which you can do in bulk, by importing leads and contacts using a CSV file.

Note: Depending on the size of your CSV file, Sell can take a few minutes to process it. Best practices recommends that you do not import more than 5000 records at a time with a CSV file as errors may occur.

Importing deals has a slightly different process to importing leads and contacts. However, you can also streamline the import by bulk importing deals using a CSV file.