Manage contacts in a number of ways.
- Import a batch whether there are contacts in the database or not.
- Add individually.
- Edit contacts individually.
Before importing contacts, a CSV file needs to be formatted for the SST CRM with proper headers {modal image="images/galleries/trainings/contacts-manage/Contacts-CSV-File-Sample-1.jpg"}(see sample here ) {/modal}. Note the column names (headers).
PREPARE THE TEMPLATE AND ADD CONTACTS.
Not every column in the CSV file needs to be filled.