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Log In and Navigate:
- Log into your Evolved Office account and go to the "Contacts" tab to see all uploaded contacts.
- Log into your Evolved Office account and go to the "Contacts" tab to see all uploaded contacts.
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Create a List:
- Under the "List" tab, click "Create List," name it, and hit save.
- Under the "List" tab, click "Create List," name it, and hit save.
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Prepare Your File:
- Export contacts from your CRM or ERP system into a spreadsheet. Ensure the first row contains column headers and save as a .xls, .xlsx, .csv, or .txt file types.
- Export contacts from your CRM or ERP system into a spreadsheet. Ensure the first row contains column headers and save as a .xls, .xlsx, .csv, or .txt file types.
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Upload Contacts:
- Choose "Upload Contacts" and select your CSV file. Match your file’s column headers with Evolved Office’s headers through a process called mapping.
- Choose "Upload Contacts" and select your CSV file. Match your file’s column headers with Evolved Office’s headers through a process called mapping.
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Validation Process:
- After mapping, click upload. The contacts will go through a validation process. You will receive an email once validation is complete.
- After mapping, click upload. The contacts will go through a validation process. You will receive an email once validation is complete.
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Broadcast-Ready:
- Validated contacts will show a "Ready" status under the "List" tab, meaning they’re ready for broadcasting.
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