Strathearn Hill Estate
Demo with sample data. The people and leads are made up. Try moving leads and logging calls; nothing is saved.Sign in to the real CRM
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Data and privacy

Import from monday.com.

Leads keep their stage, owner, stand and the date they came in. People already in the CRM are skipped, and nobody gets an alert for old leads.

  1. 1 File
  2. 2 Columns
  3. 3 Values
  4. 4 Check and import

Getting the file out of monday.com

  1. Open the leads board and choose the three dots at the top, then Export board to Excel.
  2. Open the file in Excel or Google Sheets and save it as CSV (CSV UTF-8 in Excel).
  3. Upload it here. Groups on the board come across too, so a board grouped by stage works as it is.

Import the stands first if the register is not up to date. Sold and reserved leads then update the register.