How to import your contacts into AGENTVIEW
Welcome to AGENTVIEW! This guide will walk you through the steps to create custom contact types and import clients into your database.
Step 1: Create a New Contact Type
- Click on the 'Create New Contact Type' button
- The “Create New Contact Type” popup window will appear. Enter the desired name for your new contact type, such as "VIP Clients" or "Investors."
- Click “Create Contact Type” to create the new contact type label. Once this has been clicked, you will be directed to the contact page where you can begin the import process.
Step 2: Start the Import Process
- Once the new contact type is saved, navigate to the 'Import Contacts' section.
- In the dropdown menu, select the contact type you just created.
Step 3: Upload Your Client List
- Click on the 'Choose File' button to upload your client list.
- Ensure your file is in .csv format and formatted correctly to match the system’s requirements.
- Once the .csv file is loaded match each column heading in your .csv file to the appropriate contact field using the drop-down menus.
- After selecting the file, click Import Contacts to complete the import process.
Completion
Once the process is complete, your contacts will be imported and organized under the newly created custom contact type.