Getting Started with Contact Management – Importing Contacts

Hit the ground running with this Quick Start for uploading your Contacts and adding them to a subscription list.

Getting Started

1. Formatting Your Import File  
2. Save Data File as .CSV File Type  
3. Categorize Contacts on Import  
4. Assign Member Groups to Contacts  
5. Importing Contacts - Before Import Checklist  
6. Import your Contacts and Add to Subscription List at Import  
7. Import Previous Customers and Invite to Create New Sign In Account Access

NOTE: Although this Chapter is designed to be sequential in its steps, you may jump ahead to a specific topic by visiting the Course Content page for a linked Index. To continue click Next to proceed in sequence.

Common Questions

• How to import Contacts?
• What is the importance of the Customer Member Group?
• How to import Customers and Invite to Create New Sign In Account Access

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View