A practical workflow
- Upload your CSV or Excel file, or use the supported text-import workflow in CRM.
- Review the extracted name, phone, email and company fields. A missing company does not have to block a contact.
- Check mapped columns, validation messages and possible duplicates.
- Choose how to handle matching records, then organize contacts into useful lists.
- Review the import results before starting outreach.
Exact screens and actions depend on your role, workspace configuration and connected services. Use the interactive tour for sample data, or contact us to discuss your organization’s setup.