How to prepare contacts for CRM without losing traceability

From list to pipeline

A CRM works better when each contact enters with context. Before importing data, define minimum fields: company, professional email, phone if applicable, sector, country, business source and contact status.

Recommended workflow

1. 1.Define the ideal customer profile.
2. 2.Organize contacts by sector and country.
3. 3.Review visible information and remove incomplete records.
4. 4.Verify emails.
5. 5.Export CSV or Excel.
6. 6.Import into the CRM with clear tags.

Useful statuses

Use simple statuses such as: new, reviewed, contacted, interested, proposal sent, closed or discarded. This avoids duplicates and improves follow-up between team members.

igemail.ai helps prepare the file before it reaches the CRM, reducing manual work and formatting errors.