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Is there any way to add multiple contacts to the leads pipeline in one go?

Last updated by Rich Orr on April 26, 2017 15:33

Yes there is!

  • 1.Make sure the contacts are in a group.
  • 2.Build and start a simple automation which has an immediate step action of create a lead.
  • 3.Include an immediate task in your automation if you think that would be helpful too.
  • 4.Add your group to the automation.