{"id":258,"date":"2023-06-21T16:03:00","date_gmt":"2023-06-21T16:03:00","guid":{"rendered":"https:\/\/teamjuncture.com\/edu\/?post_type=lesson&p=258"},"modified":"2023-06-21T16:03:00","modified_gmt":"2023-06-21T16:03:00","slug":"adding-contacts-to-clientbay-crm","status":"publish","type":"lesson","link":"https:\/\/teamjuncture.com\/edu\/lesson\/adding-contacts-to-clientbay-crm\/","title":{"rendered":"Adding Contacts To ClientBay CRM"},"content":{"rendered":"

To start utilizing your CRM in your Back At You ClientBAY account, the first step will be to upload your contacts. You can upload contacts in two ways: add contacts individually or import a list of contacts.<\/p>\n

Adding Individual Contacts:<\/u><\/strong><\/h1>\n

To start adding contacts in one-by-one, click on\u00a0Contacts<\/strong>\u00a0\u00a0on your left navigation bar, and click on\u00a0\u00a0My Contacts\/Leads.<\/strong><\/p>\n

Now click on the\u00a0+New<\/strong>\u00a0icon\u00a0 the top-right. You can now start filling out all the necessary information you want to include here for that contact. When you are finished, just hit\u00a0Save<\/strong>\u00a0in the right-hand corner. That contact will now be uploaded into your account.<\/p>\n

\"\"<\/p>\n

Import List of Contacts(Bulk Upload):<\/u><\/strong><\/h1>\n

First, you will need to create an Excel file with your contact information \u2013 create as many fields as desired to include all contact information.<\/p>\n

Open your contact Excel file and click on\u00a0“Save As”<\/strong>\u00a0to choose the file type CSV.\u00a0 This will make the importing process much easier.<\/p>\n

Most emails will have an option to\u00a0EXPORT<\/strong>\u00a0your contacts and it will automatically save as a CSV file.<\/p>\n

Examples:<\/p>\n

Export contacts from Google email<\/p>\n

Export contacts from GoDaddy email<\/p>\n

Export contacts from iPhone email<\/p>\n

Export contacts from Yahoo email<\/p>\n

On your main Contact Dashboard in\u00a0My Contacts\/Leads,\u00a0\u00a0<\/strong>Select the\u00a0Import Contacts\u00a0<\/strong>icon from the upper right hand corner.<\/strong><\/p>\n

    \n
  1. This will open the pop-up window\u00a0to start the contact import process.<\/li>\n
  2. Once the wizard is open\u00a0CLICK NEXT.<\/strong><\/li>\n<\/ol>\n
      \n
    1. Import File \u2013 Click on Choose File to upload the CSV file from your computer<\/li>\n
    2. First row contains field names: Choose Yes or No<\/li>\n
    3. File Format: Comma separated value<\/li>\n
    4. Import into: Contacts\u00a0*<\/em>Unless you are importing LEADS leave the Lead Source blank<\/em><\/li>\n<\/ol>\n

      *The main difference between leads and contacts is that you can delete and export contacts and you cannot delete or export leads.<\/p>\n

        \n
      1. Click\u00a0NEXT<\/strong><\/li>\n<\/ol>\n
          \n
        1. On the next screen, match the columns to the appropriate fields.<\/li>\n
        2. Be sure to scroll all the way to the right matching each column.\u00a0*<\/em>If you would like a column to be skipped leave the import to as IGNORE.<\/u><\/em><\/li>\n<\/ol>\n

          Now, review your import before you select\u00a0Finish:<\/strong><\/p>\n

            \n
          • The file fields is the number of columns that you matched<\/li>\n
          • The total contacts is the number of rows in your file<\/li>\n
          • Lines being skipped are blank rows<\/li>\n<\/ul>\n
              \n
            1. CLICK\u00a0NEXT<\/strong>\u00a0to start the import process<\/li>\n<\/ol>\n

              Once the import is complete click\u00a0Finish<\/strong>\u00a0to complete your import. Your contacts will now be imported into your CRM! Once the import is completed, it will take you back to your main Contact Dashboard. From here you can search contacts, filter contacts, and so much more!<\/p>\n

              \"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

              To start utilizing your CRM in your Back At You ClientBAY account, the first step will be to upload your contacts. You can upload contacts in two ways: add contacts individually or import a list of contacts. Adding Individual Contacts: To start adding contacts in one-by-one, click on\u00a0Contacts\u00a0\u00a0on your left navigation bar, and click on\u00a0\u00a0My […]<\/p>\n","protected":false},"author":1,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pmpro_default_level":""},"_links":{"self":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/258"}],"collection":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson"}],"about":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/types\/lesson"}],"author":[{"embeddable":true,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/comments?post=258"}],"version-history":[{"count":1,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/258\/revisions"}],"predecessor-version":[{"id":262,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/258\/revisions\/262"}],"wp:attachment":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/media?parent=258"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}