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, prepare it for import into ConveYour. This ensures a smooth import of learner information.

Don't start from scratch! Upload your existing contact list to ConveYour. Upload .csv's, set data types, and skip unneeded info.

How to simply add one contact in ConveYour as well as a quick look at the features available when you do so. Send messages, set tasks, and more!

Use ConveYour Contact Boards to track process within your organization. Great for sales funnels, employee onboarding, status and location of reps and more!