How do I import my current contacts from my old CRM?

1. To import your current contacts from your old CRM click on Contacts on the left side navigation

2. Once on the contacts list view, click on the green Import button on the top right of the screen.

3. On the Import Contacts screen, review the Sample File Import by clicking the link shown below. Using this format as a guide, adjust the csv or xsl file you've exported from your old crm. Once adjusted, click on Choose File, select the appropriate file and click Import. 

4. Once you click Import, your client list will be generated for your review, at this point, you will be able to adjust the field categories one last time before submission. Once happy with the organization of your imported contacts, click Confirm.

5. You have not successfully imported your contacts into Agentahub from your old CRM! If any individual adjustments are needed to contacts, you can always edit their information from the contact detail screen.