GoHighLevel
Importing leads into GoHighLevel (GHL) can greatly enhance your CRM capabilities by centralizing contacts, streamlining follow-ups, and organizing client interactions. This guide will walk you through
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Importing leads into GoHighLevel (GHL) can greatly enhance your CRM capabilities by centralizing contacts, streamlining follow-ups, and organizing client interactions. This guide will walk you through
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Was this helpful?
Here’s a step-by-step guide:
Prepare Your CSV File:
Go to the Real Intent Portal and download your weekly leads.
Ensure your lead data is in a CSV file with columns for each data type (e.g., name, email, phone number).
Access GHL:
Log into GoHighLevel.
Go to “Contacts” on the left sidebar.
Import CSV File:
Click on the “Import Contacts” button.
Choose your CSV file and upload it.
Map Fields:
Match each column in your CSV to the respective fields in GHL (e.g., match “Name” to “Contact Name”).
Review the mapping to ensure accuracy.
Complete Import:
Click on “Complete Import.”
Check for any errors, and once cleared, your contacts will appear under “Contacts.”
With your leads now successfully imported into GHL, you’re equipped to leverage its full CRM functionality. Centralizing your contacts in GHL allows for more efficient follow-ups, targeted outreach, and better client relationship management, empowering you to drive growth with ease.