Intent of the article:
This article explains how to add contacts to Salesgear.
Adding contacts to Salesgear - An overview:
Contacts are your target audience towards whom all your efforts are aimed. You can add contacts to Salesgear in two ways -
Single - This option comes in handy if you want to include contacts manually.
Multiple - If you have a list of contacts in a spreadsheet, you can import all at once using this option.
Once you import your contacts to Salesgear, you can add them to desired sequences.
Read ahead to find more information on how to use this feature.
1.1 Steps to add single contacts:
Click on the ‘contacts’ icon (the one similar to a phone book) in the vertical side menu bar.
Click on the blue-colored ‘add contacts’ button in the top right.
Choose the ‘single’ option from the drop-down menu.
Enter the necessary personal, company, and location information. Provide social links of the contact and contact tags, if needed. Create necessary custom fields for better personalization.
Click ‘upload’.
Your contact will be added once you click ‘upload’.
1.2 Steps to add multiple contacts:
Click on the ‘contacts’ icon on the vertical side menu bar.
Click on the blue-colored ‘add contacts’ button in the top right.
Choose the ‘multiple’ option from the drop-down menu.
Drag and drop or upload your CSV/ spreadsheet file with the contacts.
Once the file is uploaded, you can preview the list of contacts with CSV headers mapped with appropriate contact fields.
Click on ‘upload contacts’.
You will be prompted to add a tag to the contacts. You can add them if you want, or click on ‘continue without adding tag’ to skip.
8. Your contacts are now added to Salesgear successfully.