Sign in to continue.
Choose a new password for your account.
Create labels to tag clients and referral partners with anything useful — VIP, First Home Buyer, needs financing, and so on.
Create logins for other people who need access to this CRM.
Export every current client to CSV, or import clients from a CSV export (e.g. GoHighLevel, another CRM, or a spreadsheet).
Match your CSV's columns to client fields, then review the preview below before importing.