Overview
Salesgear now allows users to automatically add CRM-imported contacts to lists during the import process.
This removes the need to manually organize contacts after importing them.
How It Works
When importing contacts from your CRM, a new field called Add to List is available.
Users can select one or more lists, and the imported contacts will automatically be added to those lists.
How to Use This Feature
Go to Settings → CRM Integration
Locate the Add to List field
Select one or multiple lists
Click Save Changes
All imported contacts will be automatically added to the selected lists.
Why This Helps
This improves workflow by:
Organizing contacts immediately
Reducing manual steps after import
Making contacts easier to use in sequences