I have a CSV with all of our info. Can I import that and have the CRM auto populate with that info? Might take forever otherwise!
Welcome to the Coda Community!
Will the Import feature work for you?
We made a CRM here and managed to get info out of both of our invoicing platform (harvest) and newletter lists (mailchimp). It took a bit of formatting / deduplicating using an intermediate (google sheets) but it worked a treat and saved days of data entry.