- From your Zoho CRM homepage, navigate to the side toolbar and select “Leads”.
- Select “Create Lead”.
- Choose "Import Leads".
- Select “From File” then upload your Excel or CSV file.
- Select “Next”.
- Review the available options, make your selections, and click “Next”.
- Map each column from your file to the corresponding Zoho CRM field (e.g., First Name, Email, Phone) before completing the import.
- Confirm your selections and click “Finish”.
How To Import Leads In Zoho CRM
Try this interactive demo to learn how to import leads in Zoho CRM.
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