# when importing customers can i change a setting for the "lead" to automatically change to "customer" without having to change each customer?

That is all i have for now.  I am still learning.

##### Post Metadata
- Posted at: about 6 years ago
- Author title: larry wilson at centurylink



## Comments
### Comment 1

Hi Stacy! Thank you for your question. If you import your clients via an excel spreadsheet, you can add a column called 'status' and assign the customer the proper status label for lead, customer, VIP, or custom status. 
Once imported, to change the automation actions for changing 'Lead' to 'Customer', navigate to Settings > Client Card & Forms > Client Status. If you have any trouble with this, please contact our Thryv Support team. They are available 24/7 via chat inside your Thryv, via email at support@thryv.com, or phone at 844-998-4798. I hope you find this helpful! Thank you!


##### Comment Metadata
- Posted at: about 6 years ago


#### Reply 1

when you import you can also tag each lead 

##### Reply Metadata
- Posted at: about 6 years ago
- Author title: Founder at Transforming Lives Coaching Inc.        

Business coach  Life coach   Real Estate investor 



## Related Product
[Thryv](https://www.g2.com/products/thryv/reviews)

## Related Category
[CRM](https://www.g2.com/categories/crm)

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