Closing deals in Sell all starts with having the right data imported. We suggest that you start by importing your current list of leads and making sure that you have the key fields included like email, phone, address, and any other key identifiers. You should also import any contacts that you are already in your sales pipeline.
You should import leads and contacts separately into Sell.
Leads are potential clients that have not yet qualified to become a contact in your sales process. A lead will typically become a contact when you’ve identified more specifics around what product or service they’re interested in, qualifying them to enter the first stage of your sales pipeline.
Get started now by Importing leads, contacts, and deals using a CSV file.