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Importing Clients

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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.
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