The Import Feature, allows you to import bulk list of contacts information, Companies, or Deals, using a simple easy to use templates and process.
- From the “Sales” Section, head to navigation bar on the right side and select the <Import> Tab.
- Select the desire Import section (contact, Company, deals) for the example we will use the Contacts Import section.
- Select and download/open the template.
- Open the list file you desire to import make sure it is a CSV File.
- and start cutting and pasting the field into the template.
- After you finish inputing/pasting all the desired fields you want to import.
- Save the file (make sure is a CSV file). Click at <Choose File> and select the file from the directory were the file was saved.
- Click at <Import> . You will received a message that the file has been 100% imported and an email notification.
- File Import may take seconds or minutes depending on the file size.
