How can I bulk import contacts into my CRM?
An example of an AI chatbot conversation about bulk importing contacts into a CRM system.
How can I bulk import contacts into my CRM?
You can bulk import contacts by using a CSV file. Most CRMs have an import feature that allows you to upload this file.
What format should the CSV file be in?
The CSV file should have headers like Name, Email, Phone, etc. Make sure the data is clean and properly formatted.
Are there any specific limitations I should be aware of?
Yes, some CRMs have limits on the number of contacts you can import at once, usually ranging from 1,000 to 10,000.
What if I encounter errors during the import?
If you encounter errors, check the error messages provided by the CRM. They usually indicate which rows have issues.
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