Click on the [Import Functions] button on the Leads list page to import leads for customers or companies.

In the import page, you can click on "Obtain Empty Template File" to download an empty template file. Fill in the data in the file and then upload it for import. The import rule allows you to choose whether to associate the leads based on the "Customer ID" or the "[Customer Name + (Phone/Email) any]" field.

 

The blank template file obtained will look like the example shown below. In this file, there is a field for "Event/Case No" where you can specify the associated event/case.