Original Question: Clarence Enriquez asked:“Having trouble importing contacts I made myself. Any suggestions?” Answer: If you’re experiencing issues importing contacts into Agent CRM, here are a few common reasons and how to fix them. Common Issues & Solutions 1. Missing Required FieldsEach contact must have…
Contact Import
6 Articles
Alex Hale Asked: “I’m having a hard time importing contacts into a power dialer campaign. I did a bulk import but it is taking hours to load the contacts and still hasn’t allowed me to initiate the campaign. Any help would be greatly appreciated?” The…
Nathan Darnell Asked: “If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have those existing contacts in the new file?” The Answer: No, importing a file of contacts into Agent…
Ramiro Cabrera Asked: “Quick question: Has anyone used the system to generate leads for referral partners? TIA” The Answer: Yes! Agent CRM offers a Referral Marketing Campaign that’s perfect for generating leads specifically for referral partners. This campaign is designed to streamline the referral process…
Christopher Duncan Asked: “How can I take a lead that comes in to my non-Agent CRM form and get it into Agent CRM? I can easily use a webhook to get it from the non-Agent CRM form to a Google Sheet. What can I use…
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…