How to Import Customers into the CRM
How to import an existing customer list into the CRM
Follow the Instructions on the Template
The worksheet you download has two template sheets with specific instructions.
Click on the tabs at the bottom of the worksheet to tab between the Overview, Sheet 1 (Instructions for Import Contacts) and Sheet 2 (Instructions for Import contacts during campaign creation).
View Your New Customer List
Your new customers from your spreadsheet will now be available in the Customers List.