Excel to CRM
6 min readIntermediate
Step-by-Step Guide: Migrating 10,000+ Property Leads to CRM Without Chaos
A battle-tested 48-hour migration playbook for property developers transitioning live sales operations.
Key Executive Takeaways
- ✓Export final Excel snapshots after Friday sales close.
- ✓Run automated validation scripts to verify lead counts and rep assignments.
- ✓Conduct 1-hour interactive training sessions for sales reps on Monday morning.
1. The 48-Hour Cutover Timeline
Friday 6 PM: Freeze Excel edits → Saturday AM: Run CSV upload wizard → Saturday PM: Configure team access roles → Sunday: Test call webhooks & WhatsApp API → Monday 9 AM: Team live on CRM.
Frequently Asked Questions
Will historical call notes and visit histories be preserved?
Yes, CSV imports allow mapping historical text notes into the lead's timeline activity record.
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