02
Import a tax-delinquency list
Use a Field Preset for repeatable imports. Set it up once, then second-time-onward it's three clicks.
1
Import → upload the CSV
Open the import wizard and select your CSV file.
2
Pick the destination board
Choose which board the deals will land in.
3
Pick the stage
Select the stage new deals land in (typically Leads).
4
Map columns
Search by field name or type. Hit Continue when done.
5
Confirm and import
Review the mapping and import your deals.
Why It Matters
Get deals from list to board in seconds, not hours.
💡
Pro Tip
Use a Field Preset for repeatable imports. Set it up once, then second-time-onward it's three clicks.