Importing Clients

To import a CSV File of your Leads:

• Click the Leads tab on the left
• Clients
• Import (on the top right)
• Upload the file and click Next
• Match the fields from your file (on the left) into what field you want them to go to in our system (on the right)
• Select if you want to ‘Verify’ them – this means you know that they have opted into receiving your emails already. If not, you will have to send out the Verify Blast in order for them to opt-in to receiving emails from you.