The fist thing you’ll want to do after registering for Salesgoals is import your contacts. First, you’ll need to put your contacts in an Excel spreadsheet. Include their name, company, title, address, phone number, email, or whatever you want to have on file in SalesGoals. To make things easier later in the import process, make sure you title each field (ex: First Name, Last Name, Company, etc.).
*If you are importing current and former customers, prospects and leads, a good idea is to have a separate .csv file for each type of contact.
After you have all of your contacts in an Excel sheet, save them as a Comma Separated Values (.csv) file. Once they’re saved as a .csv file, they’re ready to be imported.
To import your contacts, go to the “Contacts” page in Salesgoals. Click on the “Import” button in the upper left corner.
After you’ve clicked the “Import” button, your screen will look like this. Click the “Choose File” button and select your .csv file with your contacts you want to import.
Once you’ve selected your file, you’ll see the file name next to the “Choose File” button. Click “Next” to import your file.
If you already titled your spreadsheet with name, company, address, email, etc. fields, some of the information will already be populated for you. If some of your titles don’t match up (ex: “Phone” instead of “Work Phone”), you’ll need to click on the drop down list of each field you have populated in your .csv file and select where it should go in SalesGoals. If you don’t have all the fields populated, don’t worry; you can always add that information later. Once you’ve checked over all the fields and decided whether to import them as leads, prospects, customers or former customers, click the “Preview Contact Import” button.
It may take a few minutes to import all of your contacts. Be patient, the process is almost done!
Once all of your contacts have been imported, you’ll be able to preview them. If everything looks correct, click the “Finish Import” button. Your contacts are now added to your “Contacts” page and ready to be used!