Import lists of Leads simply with the Leads Integration tool in PegasusCRM. You have the option to upload an existing file that contains the data you would like to import or to download and complete our Import Template. The process takes a matter of seconds, and your Leads will appear automatically once imported. Easily convert a Lead to a Client with just a few clicks, and PegasusCRM will keep any linked notes, documents, meetings, tasks, emails, and calls with the record. Don’t spend hours entering new leads to your CRM; use PegasusCRM’s Leads Integration tool to make more time for closing deals.
If you want to learn more about what PegasusCRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.
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