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How to Transfer Deals from CSV to Agile CRM

How to Transfer Deals from CSV to Agile CRM

Updated on:

November 18, 2025

Here’s how to transfer deals from a CSV into Agile CRM quickly:

Click the menu bar in the top-left corner.
Go to the Deals.
Click the More Options icon, then Select Import.
Click Upload CSV file.
Choose the file and Click Upload.
Click Import.

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