🤖 How to Import Contacts (2 mins)

Let’s learn how to How to import contacts within minutes!

How To Get Started?

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Why did the contacts break up with the old CRM? Because they wanted to be imported into a better relationship! 😆📇

👉 Importing contacts into your CRM: is essential for keeping all your leads, customers, and prospects in one place. It helps streamline communication, automate follow-ups, and track interactions efficiently. A well-organized contact list boosts productivity and ensures no opportunity slips through the cracks!

Standard Operating Procedure

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Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by

Step by Step Guide

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Clear step-by-step instructions on how to get set up

One Last Pro Tip 🤖

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Pro Tip: Before importing contacts, clean your list by removing duplicates and formatting data properly. A well-organized contact list ensures better automation, segmentation, and engagement!🚀

 

Last updated on November 4, 2024