How to Import / Upload Your Contacts

Updated :

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

Email

Description/Notes

Lead Status

Lead Type

Tag

Campaign/Source

Address

 

 

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