How To Create Prospect Lists?

Do you want to create a prospect list? You can do that straight away from our CRM. 🙌 Here's how you can go about it, 👇 1️⃣Click on 'CRM' in the sidebar. 2️⃣Th

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    How To Create Prospect Lists?

    Do you want to create a prospect list? You can do that straight away from our CRM. 🙌

    Here's how you can go about it, 👇

    1️⃣Click on 'CRM' in the sidebar.

    2️⃣Then click on 'Create List' on the top right corner of the CRM page.

    3️⃣Enter the Name and select a CSV file.

    4️⃣Click on the 'Upload and Map Fields' button.

    🔆And your prospect list will be created. Wasn't that easy?




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    Last updated on August 6, 2022