Import Request Form

If you would prefer that we import for you, fill out the form linked below.

Before filling out the form, please make sure to:

1. Create your workflow – only if you plan to mass-assign a workflow to an import.

2. Add a “Consent to Text” column – enter “Y” or “Yes” only for the households where you have consent to text.

Completing these steps ahead of time will ensure your data is imported correctly and help avoid delays.

Import Request Form


 Watch this video to learn how to import leads on your own!

 

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