FAQs: Activities

1. Can I Import Existing Contacts Or Leads Into MIZO CRM?

Yes — MIZO CRM allows you to easily import your existing contacts or leads using Excel or CSV files, so you can get started quickly without losing any valuable data.

✸ Import via Excel or CSV File

You can upload your lead list using standard formats like :

✸ .xlsx (Excel)

We’ll help you :

🔹Upload the file
🔹Map your columns (e.g., name, phone, source, status)
🔹Review the data

Confirm and import everything in just a few steps

✸ Field Mapping for Custom Data

If your file contains custom details (e.g., Lead Source, Tags, Budget, Location), you can map those fields into Mizo CRM during import — so no important data is lost.

✸ Duplicate Detection

MIZO CRM automatically checks for duplicates based on mobile number or email ID — helping you avoid messy or repeated entries.

✸ Assign Leads After Import

Once imported, you can :

🔹Assign leads to users
🔹Add tags or update lead statuses
🔹Start follow-ups right away

✸ Need Help? We’ve Got You Covered

Not sure how to format your file? No problem — our team provides :

🔹Live assistance during your first import
🔹Support in fixing common errors or formatting issues