Contacts - Exporting/Downloading Contact Data
Download your contact data from your email provider or CRM. This is the first step towards gathering existing contacts for use in your ConveYour Program
After you have exported your contact data into a .CSV spreadsheet, it's helpful to look at your contact data, and prepare it for import into ConveYour. This process may include deleting unnecessary columns/fields, and determining what data is most important to keep for differentiating your contacts, or sorting them into groups.
Learn how to upload your existing contact list to ConveYour. Using your existing contact list is much faster than starting from scratch. How to upload a .csv file list of contacts into ConveYour, and set data types for new fields, as well as how to skip data you don't need.
Sometimes you want to add a single contact to your ConveYour account. How to very simply add one contact, and then look at what you can do with your new contact. Add notes, send messages and more!
How to use ConveYour Contact Boards to track process, stages or phases within your organization. Great for sales funnels, employee onboarding phases, status and location of reps and more!