Lesson 3: Importing Leads

Leads can be entered into MVP in three ways – adding a lead manually, through integration or importing a list of leads. To import a list, it has to be a CSV (Comma Separated Values) spreadsheet and you must have the first and last name and the full address. See our required formatting section for more information.

If you would prefer that we import for you you can fill out this form. Please make sure that you have your workflow created and a column for consent to text with "yes" or "no" entered for each household PRIOR to filling out the form so we can import correctly.



Check out written instructions here.



You can now assign workflows when you import!  We are in the process of updating the video above. In the meantime, you can watch this quick tutorial on how to do this:



Go to Lesson 2: Inviting Staff

Review Lesson 4: Importing Customers


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