Leads

Excel & CSV Import

Upload the file you already have. Map your columns once, choose what happens to duplicates, and download a report of any rows that need fixing.

What you get

  • Excel (.xlsx) and CSV, up to 200,000 rows per file
  • Column mapping by header name, including custom fields
  • Duplicate policy: skip, update or allow
  • Auto-assign imported leads round-robin or to one agent
  • Live progress and a downloadable error report

See your team’s calling day in VM CRM

A 30-minute walkthrough with your own lead file — import, distribute, call and report.