Instructions to creating a campaign
Leads can be imported in bulk from a CSV file with our importing or campaign creation functionality. To start creating campaigns, follow the steps below.
Step 1: Access the Campaigns Menu
Step 2: Create New Campaign
- Enter the Title of the campaign that you are creating
Step 3: Upload Leads (CSV File)
- Upload your own CSV or use our downloadable Lead CSV template.
- Click - CREATE CAMPAIGN
PLEASE NOTE: YOU DO NOT HAVE TO DELETE OTHER FIELDS EXPORTED FROM CRM. THE SYSTEM WILL SIMPLY IGNORE THEM
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