EZ LOI Setup - Part 5 (Uploading Data To CRM | Specific Users)

Описание к видео EZ LOI Setup - Part 5 (Uploading Data To CRM | Specific Users)

How to Import and Map Contacts in Your CRM
This guide will help you import a list of contacts into your CRM, map the necessary fields correctly, and ensure that the contacts are properly organized and added to a relevant workflow or campaign.

Phase 1: Login to CRM and Import Contacts
Phase 2: Mapping Fields
Phase 3: Finalize Import

By following these steps, you can efficiently import contacts into your CRM, ensure they are properly mapped and tagged, and add them to the appropriate campaigns or workflows. If you encounter any issues or need further assistance, please reach out to our support team.

https://www.biltcrm.com/ezloi

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