booj CRM ~ Adding Contacts
booj CRM ~ Adding Contacts
Now that you have access to the booj platform – it’s time to get started using the booj CRM! Once you have completed the start-up wizard, one of the first actions that you want to take is importing your contacts and leads into the new booj CRM.
The booj CRM allows you to easily add individual contacts/leads manually, or bulk import lists using any CSV file. The Contact Import tool makes it easy to take data fields from your CSV file and match them to the corresponding CRM field within the contact record. While no template is required for import, you can download the booj CSV Template, making the import even easier!
Just remember – contact and leads have different record types in the booj CRM, so you will want to import your contacts and leads separately. For more information on how to manually add a contact or how to use the Contact Import Tool, watch the videos below. If you run into issues while importing your contacts make sure to reach out to Product Support for assistance.
Pro-Tip: Using a sample file with 5-10 contacts is recommended in order to test how your contacts will import into the new CRM. It’s easier and faster than trying to import and remove your entire contact list!
Below are documents that serve as sample and instruction to show you step by step how to Importing contacts into booj.
