You can easily transfer your NavLead files into your CRM by following these steps:

1. Export the File: First, download your data from NavLead in CSV format. This universal format ensures compatibility with most CRM systems.
2. Prepare the Data: Open the CSV file to confirm that your fields are organized and ready for import. Make adjustments if needed, such as mapping field names to align with your CRM’s requirements.
3. Follow Your CRM’s Import Process: Each CRM has its own instructions for data imports. Generally, you’ll navigate to the "Import" section of your CRM, select the CSV file, and map each field to the appropriate categories in your CRM.
4. Confirm and Sync: Once imported, check that the data syncs correctly with existing records. You may want to run a test import with a small subset of data to verify accuracy before uploading the complete file.

If you need specific help with your CRM’s import settings, consult your CRM’s support documentation or contact our support team for additional guidance.

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