Tutorial Importing Contacts

Importing contacts and then loading them into a newsletter so you can send them communications.

To Import Contacts

  • Go to CRM - click on the piggy bank
  • Click on People tab
  • Click on import
  • Add your list
  • Clean up your list if necessary
  • Select what category your list is (lead, qualified, etc)

To Add Contacts to Mailing list

  • Go to CRM - click on the piggy bank
  • Click on the Newsletter tab
  • Click on Mailing Lists
  • Click on Import
  • Load your CSV file
  • Select which list you want them to belong to - (Note: You must set up mailing lists first)

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