Data is king when connecting to clients!
Contact data can come from many sources. Qualified lead vendors, marketing partners, and organic collection of contacts are just a few of the possibilities. Because there is such a wide variety contact sources out there, we prepared a two part series to best assist you in preparing your data for upload, then performing the contact upload into your TalkNow system.
Uploading Contacts Part 1 - Prepare Your Upload
- Analyze your data for corrupt or missing information that could cause problems
- Add Custom Data fields to best match your data you want to upload
- Add the data fields to the Forms > Layouts page so you can use the new fields
- Save your file as a .CSV file
Uploading Contacts Part 2 - Perform Your Upload
- Start to finish overview of the Contact Upload process
- Scrubbing and Configuration settings
- Mapping your fields
- Uploaded Statistics and Metrics