Lesson Progress:

In this lesson, you will learn how to transition your existing clients, leads and shoots into Sprout Studio.

Make sure you have completed the prerequisites first☝️:

Transitioning existing shoots into Sprout Studio:

  1. Click the “Quick Add” button and then click “Shoot.”
  2. Complete the required information fields (name, shoot type, brand, inquiry date, shoot date, users and contact information)
  3. Add order, choose the price list and add the package that the client booked you for.
  4. Choose payment schedule
  5.  If you have already received payments through your other system, record them into Sprout Studio by clicking on the “Received Payment” button (3:41)
  6. Click the “Add Shoot” button to complete.

Importing your contracts into Sprout Studio:

  1. Export your contract as a PDF from your previous system.
  2. Click the “Documents” section on the left side in Sprout Studio.
  3. Click “Add New” and select “Add a File.”
  4. Choose the PDF file that you wish to import into Sprout Studio.

Variation

To transition contacts through a CSV file:

  1. Click the Contacts menu on the left side to open the contacts list page.
  2. Click the dropdown arrow located beside the “Add New” button.
  3. Click the “Import Contacts” button and select the CSV file.

Variation

To transition your leads into Sprout Studio:

  1. Click the “Quick Add” button and select “Lead”
  2. Add Lead details
  3. Click the “Add Lead” button to add the Lead into Sprout Studio.
  4. Click the “Dates” section on the left side in Sprout Studio.
  5. Click the “Edit” button to back date the lead to when the lead inquired with you.
  6. Click “Update” to complete.

Check out these help docs for more information about transitioning into Sprout Studio: