Import Contacts to your CRM

The CRM component of your account will automatically begin building an audience using the clients in your pipeline. This audience will receive CRM content based on the message and communication settings found throughout the various pages accessed under the Flame Icon on your dashboard.

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You can add as many contacts to this audience as you would like. To get this done quickly, import your contact lists in .xlsx or .csv file format. To do this, click the blue Import Contact button on the CRM Contacts page in your account. Note: when using column headers, the system will bring in data in all columns including those columns that are not matched/mapped when importing. This allows you to bring in as much customized data for each contact as you would like.

Flame Icon > CRM Contacts > Import Contact