JS14 Exporting your Database from Another CRM or Lead Source

If you have your existing contacts in another CRM or lead generation tool, such as Zillow, you will want to get your database exported quickly and efficiently before we do the clean up to import it into EngageMore CRM.  In this lesson, I show you how to export leads from LionDesk CRM, but this lesson will help you with any other CRM or lead source by providing you best-practice tips for exporting in a manageable manner by groups, types, source or statuses.  Our goal for this lesson is to discuss how to quickly keep similar leads together so you can easily clean up, import and turn on a Drip Flow campaign faster than ever before without all the stress.  

Do Not Skip this training and any training related to exporting, cleaning up and importing. We will show you the most efficient way to get this done because we know this part is challenging for the move from one CRM to another!  Take it from us... we know what a pain this can be.  

CLICK HERE FOR YOUR Blank Excel Spreadsheet to Import

If you are a Mac user and exporting a Numbers Spreadsheet, here is how you can convert the document into a Excel Spreadsheet: https://engagemorecrm.helpscoutdocs.com/article/354-how-to-convert-mac-numbers-spreadsheet-to-excel

NOTE: To import your table, you must use an Excel spreadsheet saved as a Comma Delimited file.  If you are an Apple/Mac user, you may find this online converter helpful to go from a Numbers table to an Excel table: https://www.online-convert.com/    If you need help converting your table, be sure it's cleaned up and ready to go and then send it into support@engagemorecrm.com for help converting it. We can convert it and send it back to  We also offer White-Glove move in help if you want us to do the importing for you to get it done fast and easier.  Learn more about that service HERE.

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