How can I format notes when importing leads or contacts into Sell using a CSV file?

Question

How can I format notes when importing leads or contacts into Sell using a CSV file?

Answer

When you import leads or contacts into Sell using a CSV file, the file format supports only plain text. However, you can format notes in the CSV file using the Markdown language. Using Markdown helps you effectively enhance the readability and presentation of your notes for leads or contacts.

For example, to add notes in bold, surround the text with double asterisks (**).

Below is an example of how this looks like using a simple CSV file:

Map the values and notes in the imported lead as follows:

For more information, see these articles:

• Creating a CSV file to import leads, contacts, or deals
• Importing leads and contacts using a CSV file