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4 Ways to Add Leads & Clients
Clu Connors avatar
Written by Clu Connors
Updated over a week ago

This video covers how to add leads and clients into the system via manual entry,  lead vendor integration, via spreadsheet import & via a website form. It's a quick overview of these steps, so please see the full Import Spreadsheet tutorial below as well.

You may want to prep your Radius account with Custom Form Fields, Counties & Products before the import process. Here are links to those specific instructions.

 1) Read the import spreadsheet tutorial and watch this video.  

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