Standard Lead Transfer Form

Standard Lead Transfer Order

Just need a little info...
Name

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email
example@example.com
We are transferring up to*
prevnext( X )
How many CRM files do you need imported?We offer flexible pricing tailored to your needs. If you’re using multiple CRMs, a separate charge applies for each system. However, if you manage multiple files within the same CRM, you won’t incur additional costs—no matter how many files you process. This way, you get the most value out of your CRM without worrying about extra fees.
$1,500.00 Quantity

Total

$0.00
Existing CRM #1 Login info
Existing CRM Platform*
Username*
Password*
Website URL
Existing CRM #2
Existing CRM #2 Platform
Existing CRM#2 Username
Existing CRM #2 Password
Existing CRM #2 Website URL
Existing CRM #3
Existing CRM #3 Platform
Existing CRM #3 Username
Existing CRM #3 Password
Existing CRM #3 Website URL
New CRM #1
New CRM Platform (old field)
New CRM Platform*
Your new CRM*
Username*
Password*
Website URL*
New CRM #2
New CRM #2 Platform
New CRM #2 Username
New CRM #2 Password
New CRM #2 Website URL
New CRM #3
New CRM #3 Platform
New CRM #3 Username
New CRM #3 Password
New CRM #3 Website URL
Additional Excel File

This is used if you want us to upload additional data.
Additional Excel File #1

Cancelof
Additional Excel File #2

Cancelof
Additional Excel File #3

Cancelof
Type any instructions or additional admin logins to your CRMs here
Should be Empty: