> For the complete documentation index, see [llms.txt](https://closingdealz.gitbook.io/product-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://closingdealz.gitbook.io/product-docs/features/leads.md).

# Leads

### **Overview**

Managing leads in **ClosingDealz** is designed to be intuitive, efficient, and organized. Our platform streamlines the entire lead management process, from importing data to tracking interactions, so you can focus on converting prospects into customers.

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### **Lead Import**

Easily import leads using our enhanced import feature, which supports **Excel (.xlsx) and CSV files**. The import process includes:

* **Column Mapping:** Automatically match imported data to CRM fields or manually adjust them.
* **Review & Edit:** Preview and correct lead information before finalizing the import.
* **Data Cleanup:** Use built-in tools to format data and merge duplicate entries.

This ensures a smooth transition of data into the CRM while reducing manual data entry efforts.

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### **Lead Overview**

Ditch the clutter of spreadsheets and scattered records—our **Lead Overview** provides a **centralized, intuitive** view of all your leads in one place.

Key capabilities include:

* **Quick Access:** Easily search, filter, and sort leads for better organization.
* **Detailed Profiles:** View and update lead details, including associated deals, activities, and notes.
* **Progress Tracking:** Monitor lead status and movement through the pipeline.
* **Actionable Insights:** Get a clear picture of lead engagement and deal potential.

This streamlined approach ensures that every lead is just a click away from detailed insights and actions, making your lead management **faster, smarter, and more efficient**.