Download our template HERE and format your Leads using these exact columns.
Note: It is important that you don't change the column name or order, but arrange your list of members using this template.
How to import a CSV of contacts and promote to leads or members
Go to the Community tab in the admin dashboard.
Select "Migrations" from the options at the top.
Click the "Import Contacts" option, or drag and drop your CSV into that field.
Once you've selected your file to upload, you will be prompted to "Import" or "Cancel." Select "Import" to proceed with the upload, or click "Cancel" if you need to make any changes.
The imported contacts will be visible from the CRM tab in the admin dashboard.
From the list of contacts, You can click the down arrow next to the "Edit" button to promote the contact to a lead or a member.
Promote to Lead: Will move the contact to your Lead List.
Promote to Member: Will move the contact to your Member List.
Promote to Existing Team: Will move the contact to an existing Team within your Directory.
Bulk Promote
If you'd like to promote a bunch of contacts at once without having to manually promote one by one, you can use the "Bulk Promote" method. To learn how that works, check out this article.
Happy Coworking!