The Import option helps you import client request details from Excel or CSV files into iMaxPropertyCRM.
To import contacts,
1. On the left panel, click on Marketing – Action Plan Templates.
2. Click on Import .
The Import page is displayed.
3. Browse through the location where the file is stored.
4. Click Open/OK.
The file will be added.
5. Select the action type. For example: Create new records.
6. Select the unique field from the drop-down menu.
7. Click Next.
The contacts will be imported.