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Import Contacts with a new List

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Bytimothy A
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Overview: 

This feature allows users to import contacts and automatically organize them by creating a new list during the import process. It helps improve contact management by ensuring imported data is neatly grouped for easier access and use in future campaigns.

Follow these steps to import contacts into a new list: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 3: You will then be taken to the Settings page. Click on Lists to continue.

Step 3: You will then be taken to the Settings page. Click on Lists to continue.

Step 4: You will be taken to the Lists section.

Step 4: You will be taken to the Lists section.

Step 5: To import contacts to a new list, click the import contacts button.

Step 5: To import contacts to a new list, click the import contacts button.

Step 6: Click the Add to New button under the New List

Step 6: Click the Add to New button under the New List

Step 7: Enter the New List title and click Next.

Step 7: Enter the New List title and click Next.

Step 8: Choose your CSV file and click the Upload button.

Step 8: Choose your CSV file and click the Upload button.

Step 9: Click on Customers and then click Next.

Step 9: Click on Customers and then click Next.

Step 10: You can now map and match your columns to the list columns.

Step 10: You can now map and match your columns to the list columns.

Step 11: You can also customize the fields and assign a user.

Step 11: You can also customize the fields and assign a user.

Step 12: You can also choose which pipeline stage the list will be assigned to.

Step 12: You can also choose which pipeline stage the list will be assigned to.

Step 13: You can also apply tags to everyone in the list. Then just click the next button.

Step 13: You can also apply tags to everyone in the list. Then just click the next button.

Step 14: A notification will appear saying that the import is in progress. Wait for it to finish.

Step 14: A notification will appear saying that the import is in progress. Wait for it to finish.

Step 15: You will now see the imported contacts in the new list.

Step 15: You will now see the imported contacts in the new list.

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