Import and Engage with all Your Contacts Instantly

Learn how to import contacts from various platforms into your CRM. This video covers navigating to the contacts screen, selecting Import Contacts, choosing the correct file format, mapping fields, and configuring final settings for a successful import. Ensure your contact data is correctly integrated and start engaging immediately.

Introduction to Contact Importing

Navigating to the Import Contacts Screen

Choosing Between Contacts and Opportunities

Uploading Your Contact List

Formatting and Mapping Your Data

Customizing Your CRM Fields

Finalizing the Import Process

Conclusion and Next Steps