How To Create Prospect Lists?

Do you want to create a prospect list? You can do that straightaway from our CRM.

Here's how you can go about it, 

  1. Click on 'CRM' in the sidebar.
  2. Then click on 'Create List' on the top right corner of the CRM page.
  3. Enter the Name and select a CSV file.
  4. Click on the "Upload and Map Fields" button.

And your prospect list will be created. Wasn't that easy?

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