Leads assist you in staying on top of potential jobs or past jobs, from your clients. If you have a CSV spreadsheet of all the necessary information (or can create a spreadsheet, in excel or other similar programs), then you can import the list straight to Formitize.
In the Web Portal go to Sales > Import Leads. There are instructions on the page to assist you in importing the Leads information, as well as a link to CRM Invoice settings if you want to integrate with Xero or another accounting software in order to import your customer leads information from there.
