Adding Contacts to Your CRM
π₯ Adding Contacts to Your CRM
Building your database is the first step to success! Whether you are adding a single new connection or migrating your entire book of business, ClientBAY makes the process simple. πβ¨
π€ Option 1: Adding Contacts Individually
Use this method for quick entries after a phone call or meeting.
Navigate to CRM: Click on Contacts π₯ on your left navigation bar.
Create New: Click the + Create Contact button.
Enter Details: Fill out the basic information fields.
Finalize: Select Create. The contact is now live in your account!
π Option 2: Bulk Upload (Importing a List)
To save time, you can import an entire spreadsheet at once.
Step 1: Prepare Your File π
Ensure your contact list is in an Excel spreadsheet.
Save as CSV: Click "Save As" and choose the CSV (Comma Delimited) file type. This format is required for a smooth import.
Pro-Tip: Most email providers (Outlook, Gmail) have an Export option that will automatically save your contacts as a CSV for you!
Step 2: Start the Import Walkthrough π
Open Import Tool: On your main CRM Dashboard, click the More Actions dropdown menu in the upper right and select Import.
Upload File: Click Choose File to select the CSV from your computer.
Configure Settings:
First row contains field names: Select Yes (if your spreadsheet has headers like "First Name," "Email," etc.).
File Format: Comma separated value.
Import into: Select Contacts.
Note: Unless you are specifically importing leads, leave the Lead Source box blank.
Click Next.
Step 3: Map Your Columns πΊοΈ
This is the most important step! You need to tell the system which column in your file matches which field in ClientBAY.
Match Fields: Scroll through and match each column to the appropriate field.
Ignore Data: If there is a column you don't need, leave the field set to IGNORE.
Click Next.
Step 4: Review & Finish β
Review the summary before finalizing:
File Fields: The number of columns you matched.
Total Contacts: The total number of rows (people) in your file.
Lines Skipped: These are usually blank rows at the bottom of your file.
Click Next to start the process, then click Finish once complete.
To download an example of a CSV file - see the attachment below.
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