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How do I upload a new CRM list?

 

How to upload a new CRM list

To upload a list into the CRM, you must go to the Lists tab on the left side of your screen in the CRM.

Once clicked, you will be directed to a page with all of your current lists and you will see the option to add or upload a list on top of the page.

crm lists

You will be asked how you would like to upload your CRM list: whether from a file, from text, or with Integrations Manager.

upload list from file

Once you have done that, assuming you are uploading a file, you will land on a page where you can choose the file you would like to upload from your device and confirm whether each of the contacts in the list have subscribed to receive communications from you.

Choose file and permission

Click Next and you will be sent to a page where you can determine your field mapping settings, such as what you would like to do with any duplicate data and select your column you wish the list to be prioritized under, such as email, voice, or fax.

field mapping

Once you have these settings configured, click Next. This is the List selection page. You must determine whether you would like the contact information you are uploading to be added to a new or existing list. If you choose the information to be added to a new list, you will be asked to name the list and whether you would like to change the default column visibility.

new list

If you would like the information to be added to an existing list, you will then be asked to choose the list you would like as well as your default column visibility setting.

existing list

After you click Next again, you will receive a message that your list has begun loading, which will be followed by a message that the upload was successful.

new crm list

If you have any questions about adding a new CRM list, please contact us. Our team would be happy to assist you!


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