How to Set Up A List of Telesales Contacts
Contact Data Format
You will need a list of contacts and to arrange the data into the following format.
email,companyname,title,firstname,lastname,phone
If your data is not arranged in this format, then import it into a program such as Excel, and arrange it in this format, then export it as a CSV text file.
The Sellr system can import the data 1000 at a time.
Importing the Contacts
In the drop down menu at the top, click 'Marketing'>'Contacts'>'Import Lists'.
Paste in the first 1000 records. (The example below has 2 records).
Select 'Simple' for the import type.
Enter a name for this list in the 'New Group Name' field. e.g. Telesales 1.
Click on the 'Import' button to begin the import.
If there are any problems with the import you will be notified as part of the import process.
Once imported you will be able to select the list in the 'Show' drop-down on the Customer Relationship Manager.
