Learn CRM in 60 Seconds - Import Customers / Contacts From Spreadsheet

Learn CRM Software in 60 Seconds.

CRM Tutorial - Learn how to use CRM Software to Import Customers / Contacts From a Spreadsheet.

This video Imports Customers / Contacts From a CSV file including Importing values for a Custom Field.

this video uses Amphis Customer CRM and Invoicing Software

http://www.amphis-software.com

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Closed Caption:

in this video interpose contacts from my
spreadsheets
his speci sissy far pretty send it
company name lastname FirstName title
interest nation
phone numbers a suspenseful custom field
here which says
which products the client may be
interested in
that's close thats taps customer Comcast
him Christmas spreadsheet his things
leases
if situps movies
this is where spreadsheet column see
matched a space
fields for example lasting column speci
current last
Clemente space are so good at have
custom field
which was set interests column here size
click Next
Test Kitchen port nine records nice put
9 search says nine records %eh
XE Thomas good custom field sort
interests column and said to
clients interested me X five fast