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csv

4 Articles
Agent CRM Support
1 Min Read

Steve Precht asked us, “Hi there. Just signed up for the trial and having a heck of a time getting my csv with contacts to upload properly. I’ve watched the videos and no luck. I’ve used other CRM’s and uploaded csv’s so it’s not entirely…

Agent CRM Support
1 Min Read

TL Priester asked us, “I’m importing leads from my CSV file but it’s only importing the first lead. Any suggestions?” “Be sure that all of the leads have either a phone number or an email address. They must have at least one in order to…