Why a template matters
Random CSV exports break on import: wrong headers, missing company names, or status labels that mean nothing in your pipeline. B2BLead ships a downloadable template with the exact columns Lead CRM expects — including example rows you can replace.
Open Lead CRM → CSV template, fill your data in Excel/Sheets, then Import CSV. New people appear in Table and Pipeline views immediately.
Required and optional columns
Minimum to import a row:
- full_name — person name
- company — employer / account name
- Optional: job_title, website, email, phone, linkedin_url, company_linkedin_url, industry, location
- Optional CRM fields: crm_status, crm_notes, crm_follow_up_at
What happens in your account
Imports write into the same prospect store as Lead Search. That means you can enrich, check employment, and send outreach without re-finding the company. Existing people with the same name at the same company are updated instead of duplicated.
Export from Lead CRM anytime to back up or hand a list to a teammate. Company seats share workspace data according to your org — see Company packs: shared seats and credits.
After import: pipeline and send
Set statuses, notes, and follow-up dates on each contact. Configure SMTP in Settings before Send email. Lead CRM pipeline for B2B outbound explains each stage in plain language.