- Help Center
- Step 1 - Getting Pins On Your Map and must knows!
- Spreadsheeets from CRMs
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Step 1 - Getting Pins On Your Map and must knows!
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Step 2 - Adding Photos To Your Portfolio
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Step 3 - Getting Google reviews on your map
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Step 4: Adding PMI to your Website
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Step 5 - Recorded Trainings
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Step 6 - Learn about our Review Platform
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Step 7 - Your Public Profile Page (PPP)
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Sales Team Tutorials
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Branding Your Map
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Integrations
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Office Admin
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Mobile Experience
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Learn About Each Tab on Your PMI Dashboard
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Teams Tab
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Account Tab
How to download a customer list from Leap CRM
In this article. you will learn how to easily download a spreadsheet of your customers from Leap. Send that over to your PMI Customer Success Manager and we will import it for you!
Here is a video on how to do this!