How to Import Contacts-clone

How to Import Contacts-clone

Nov 30, -0001

Importing hundreds of contacts into Speaker Compass CRM is easy.




Click the Import button on the Contacts screen. Choose to import a contacts file.


Choose a Tag to categorize the records to be imported.


Select the file.


Choose the field delimiter method: comma, tab, or other.


Align the records in the source data with the correct fields in Speaker Compass.


Import.