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How to Import Contacts Into Nutshell CRM

In this video, we show you exactly how to import contacts into Nutshell CRM to streamline your lead management and ensure your sales pipeline is populated with accurate data. We examine the core concepts of data preparation and the implementation of CSV mapping to transition your external database into a centralized sales environment.

Mastering this specific tool improves workflow, organization, and project quality by eliminating manual entry and reducing the risk of duplicate records. We utilize the dashboard to monitor data health and navigate the account settings to align custom fields with your unique business requirements, which is vital for maintaining a clean and actionable CRM. By establishing a robust ingestion process, you empower your team to focus on building relationships rather than managing spreadsheets.

Technical Specs: Software: Nutshell CRM; Feature: Dashboard.

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