Importing contacts into Agent CRM is a vital task that sets the foundation for managing and growing your client relationships. With a streamlined process, you can upload your contact lists efficiently and organize them for maximum impact. Follow this guide to learn how to import your contacts seamlessly.


Why Import Contacts into Agent CRM?

Importing your contacts into Agent CRM allows you to:

  • Centralize Client Information: Keep all client data in one accessible place.
  • Streamline Outreach: Use tags and filters to target specific groups.
  • Save Time: Eliminate the need for manual entry.

Step-by-Step Instructions for Importing Contacts

  1. Prepare Your CSV File:

    • Ensure your contact list is saved as a CSV file.

    • Format the file correctly:

      • Row 1 should contain column titles (e.g., first name, last name, email, phone).

      • Each row below should have one piece of information per column. For example:

        First Name Last Name Email Phone
        John Doe john.doe@example.com 123-456-7890
    • Review your file to ensure accuracy and consistency.

  2. Access the Import Feature:

    • Navigate to the Contacts screen in Agent CRM.
    • Click the Import Contacts button (indicated by an up arrow icon).
  3. Map Your Fields:

    • Align your CSV columns with the appropriate fields in Agent CRM (e.g., “First Name” to “First Name”).
  4. Add Tags if Necessary:

    • Use tags to categorize your contacts (e.g., “Leads,” “Clients,” or “Medicare Prospects”).
    • Tags make it easy to segment and target contacts for future campaigns.
  5. Complete the Import:

    • Once everything is mapped and tagged, click Done.
    • Agent CRM will process your file and add the contacts to your database.

For more details on managing contacts, explore our blog post, Getting Started with Agent CRM: Phone Numbers.


Tips for a Smooth Contact Import

  • Check for Duplicates: Clean up your file before uploading to avoid duplicate entries.
  • Use Consistent Formatting: Ensure phone numbers and email addresses follow the same format.
  • Leverage Tags: Tags are a powerful way to organize and filter your contact list for campaigns.

Bonus Resource: Watch and Learn

For a visual demonstration of importing contacts, check out this video: Importing Leads from Lists & Vendors


Learn More

Here are additional resources to help you make the most of Agent CRM: