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  2. CRM

Importing contacts

PreviousCRMNextExporting contacts

Last updated 1 year ago

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Importing contacts enables you to get all your current or old contact details and populate your contacts area within your account.

To import contacts simply select > The more tab > Import from the drop-down menu as displayed below.

Now a new window will open within the import section. To import your contacts - select Import now and simply add your CSV file containing your client information and that's it. All your contacts will now be automatically added to your Contacts area.