CRM 2.0 - Importing Contacts

Introduction

This tutorial provides a step-by-step guide on how to import contacts from a spreadsheet into Broker Plus CRM 2.0. Importing contacts is essential for managing client relationships effectively and streamlining your workflow. By the end of this guide, you will be equipped with the knowledge to efficiently transfer your contacts into the CRM system.

Step 1: Prepare Your Spreadsheet

Before importing, ensure your spreadsheet is formatted correctly. Follow these guidelines:

• Structure Columns: Ensure that your columns are clearly labeled. Common fields include:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Company Name

• Remove Unnecessary Data: Eliminate any columns that are not relevant to the import process to avoid confusion.

• Save the File: Save your spreadsheet in a compatible format, such as CSV (Comma Separated Values).

Step 2: Access the Broker Plus CRM 2.0

To begin the import process, log into your Broker Plus CRM account:

• Navigate to the Broker Plus CRM website.
• Enter your login credentials.
• Ensure you have the necessary permissions to import contacts.

Step 3: Locate the Import Function

Once logged in, find the import feature:

• Go to the "Contacts" section in the CRM dashboard.
• Look for an option labeled "Import Contacts" or something similar.

Step 4: Upload Your Spreadsheet

Now you can upload your prepared spreadsheet:

• Click on the "Import Contacts" button.
• Select the CSV file from your device.
• Confirm the upload by clicking on the appropriate button, usually labeled "Upload" or "Next".

Step 5: Map Your Fields

After uploading, you need to map your spreadsheet columns to the CRM fields:

• Review the automatic mapping suggested by the CRM.
• Ensure that each column from your spreadsheet corresponds to the correct field in the CRM.
• Adjust any mismapped fields manually.

Step 6: Review and Confirm Import

Before finalizing the import, double-check your settings:

• Look for a summary of the mapped fields.
• Confirm that the number of contacts to be imported is accurate.
• If everything looks good, proceed by clicking the "Confirm Import" button.

Step 7: Check Imported Contacts

After the import process is complete, verify the imported contacts:

• Navigate back to the "Contacts" section.
• Review the newly imported contacts to ensure they are complete and correctly formatted.

Conclusion

You have successfully imported your contacts into Broker Plus CRM 2.0. Remember to regularly update your contact list to maintain accuracy and effectiveness in your CRM. For further enhancements, explore additional features of Broker Plus CRM to maximize your customer relationship management capabilities. Happy managing!