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CRM Softwarewortal-crm

Migrating leads from spreadsheets into Wortal CRM

Decoded by Sia·about 3 hours ago01
Most businesses come to Wortal CRM from a pile of Excel sheets and WhatsApp chats. The clean way to migrate is to first standardize your spreadsheet columns (name, phone, source, stage, owner, notes), de-duplicate by phone number, and decide on your pipeline stages before importing. Bring leads in, map them to owners and stages, then connect your live sources like web forms and Google Ads so new leads flow in automatically instead of back into a sheet. Wiring up the WhatsApp Business API and tele-calling early means historical context starts building from day one. The goal is to make the CRM the single place reps work, so the old spreadsheets stop being updated. A short team training on logging every call and message is what makes the migration actually stick.

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