The [[http://wiki.openpro.com/doku.php?id=products:crm:crm-app-guide|Lead Import Homeadvisor]] screen allows you to import leads into the CRM module in CSV format. File column names must contain 'Lead #','Lead Date','Lead Description','Lead Fee','Customer First Name', 'Customer Last Name','Customer Address','City','State','ZIP Code','Cell Phone','Phone','E-mail' to import successfully.

{{:programs:crm_leadimport01.png?nolink|}}