ROCS Group Business Development Bible

— Adding multiple contacts with an Excel sheet

1. Navigate to Contacts section

2. Click on ‘Import Contacts’

3. Click on ‘Upload a file’

4. Click to upload or drag Excel file with contacts here and then click ‘confirm’

5. Connect the sheet columns to the correct attribute of the list, Name is FIRSTNAME etc.

If an attribute doesn’t exist, you can add it.

6. Select which list(s) to add the contacts to and confirm.

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