Back to the guides
Leads module
Leads, sources and campaigns
The contact record behind every conversation, how a lead is created, and the sources and campaigns the Advanced Leads module adds to say where each one came from.
Bring your contacts, and take them with you
Upload your list as a spreadsheet with the exact column names it expects, what happens to repeated numbers and to the responsible users of the contacts you import, how to export what you have, and how to set who each contact belongs to.