Import companies and contacts as leads

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

One company at a time. Click it to see Kontakter for {{name}}Se og importér kontakter fra denne virksomhed Vælg kontakter til import som leads, then Tilføj kontakt og importér som lead. You get Importerede {{name}} fra {{company}} som nyt lead and Dit lead er tilføjet til din pipeline

If the register has nobody listed — Ingen kontakter fundet for denne virksomhed — you can either Importer kun virksomhedsdata (ingen kontakter) or Tilføj kontakt manuelt: Hvis du kender en kontakt i dette firma, tilføj dem manuelt nedenfor

In bulk. Select companies — {{count}} virksomheder valgt — and Importér valgte ({{count}}). Masseimportfremskridt runs while Importerer {{count}} virksomheder som leads, and you end with Importerede {{count}} prospekter som leads or Importerede {{success}} lead(s), {{failed}} mislykkedes.

Import in small batches. Fifty at a time lets you look at what actually arrived and adjust the filters. Two thousand at once fills your lead list with companies nobody will ever call, and the list stops being trusted.

Duplicates are detected, not blindly created. Companies already in your CRM are marked Allerede importeret or findes muligvis allerede i dine leads, and Dubletter sprunget over tells you how many were left out. That check is on registry identity, so a company you typed in by hand with a slightly different name may still come through twice — see Avoid creating duplicates.

Assign them to somebody. Imported leads with no owner sit in the list until they go stale. Decide who is working the batch before you import it, not after: Create a lead.

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