Leads and sales pipeline
Import selected companies to native Leads
A clear Pixie CRM walkthrough for import selected companies to native leads, with the screen path, field checks and post-save verification.
Where to goFresh UK Leads → Fetch Data to Leads
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for import selected companies to native leads, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Fresh UK Leads → Fetch Data to Leads in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Selected result, Company identity, Native source and status, Research note and contact mapping.
- Complete Import selected companies to native Leads using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Selected result
Company identity
Native source and status
Research note and contact mapping
Checks before you finish
- Check lead owner, source and current stage.
- Keep contact details and next action current.
- Rule out duplicate customers before conversion.
- Verify pipeline stage and activity afterwards.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.