How Can I import My Contacts?

While you can create contacts one at a time, you may also have a list of contacts that you would like to import into the CRM in bulk. This is particularly useful for new agents saving you valuable time and effort.

To facilitate this process, our support team is here to assist you with the import of your contacts. By creating a ticket to our support team, you can initiate the import process quickly and easily.

To get started, you will need to provide a CSV (Excel or Numbers work as well) file that contains all the relevant contact information. This file should follow the format required by our CRM, ensuring that each contact's details are organized properly for a seamless import.

Additionally, if you would like any specific tags assigned to your contacts for better organization and categorization, please make sure to include these tags directly in the CSV file. Alternatively, you can note the desired tags in your support ticket. Tags can greatly enhance your ability to filter and search for contacts later, so it's important to consider how you want to categorize your entries ahead of time.

By following these steps, you can efficiently import your contacts into the CRM and start managing your relationships more effectively.