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If you already have a list of clients (e.g., from an old CRM or a trade show), you can upload them directly.

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The Upload Process

  1. Navigate to the Leads tab.
  2. Click the purple + Add Multiple Leads button on the right side.
Upload Popup Light

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File Formatting

For the best results, ensure your Excel or CSV file has clear headers in the first row.
Phone Number Format: Flowiz works best when phone numbers include the country code (e.g., +919876543210 instead of just 9876543210).