How to Import / Upload Your Contacts

If you would like to import or upload your contacts into your CRM, please send our support team an email with your contacts in a CSV file.  Support's email address is support@agentlocator.ca

Column Headers

In order to for the import to go smoothly, we will need to following column headers in your CSV file.

 

First Name

Last Name

Phone

Home Phone

Work Phone

Email

Title

Website

Description/Notes

Salutation

Lead Status

Lead Type

Company Name

Rating

Tag

Campaign/Source

Address

City

Province

Postal Code

TEMPLATE

If you would like to use a sample template click here

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