Import leads from a spreadsheet

• Save as CSV with a header row.
• Use one column each for name, email, phone, company and deal value where you have them. Column names can be anything; you map them in the next step.
• Any other column becomes a custom field on the lead, named after the header.
• Phone numbers in local format are fine; LeadFlow normalises them using your organisation's country code.

1. Open Settings → Import and drop the file on Import leads from CSV.
2. LeadFlow previews the first rows and shows which column maps to which field. Fix any mapping before continuing.
3. Confirm. Imported leads land in your first pipeline stage with the source Import.

A row whose email or phone already matches a lead in your workspace is skipped, and the result tells you how many. Rows that cannot be read (for example no name) are listed by row number so you can fix them in the file and import again. Nothing is changed on existing leads.