How do I bring in my old customer list?

You bring it in from the Sales Tools tab. In the left menu, under the Customers heading, click Sales Tools.

1. Get your old list into a spreadsheet, one person per row, with their name, phone, and email.
2. Use the import on the Sales Tools tab to load that file.

Once they're in, those people show up right alongside your website leads. You can give them statuses and notes, the same as any other lead.

If the file gives you trouble, the support team will import it with you. Use the Need help? link at the top of your site editor.

Why this matters

Your old customers are your best source of repeat work. Bringing them in puts everyone in one place, so you can follow up with all of them.