Follow this guide to successfully import the data you need in SalesAi
- Click on Data Import
- Click on New Import
- Select your Data Type
- Prospect - Import Prospect data into SalesAi so we can properly contact your prospects. This will show in the Prospects tab.
- Company - Company data can also be imported to SalesAI. This will show in the Prospects tab.
- Product - This could be useful for importing information for your Agents to know when talking to customers. This will show up in the Product Library.
- Click Next
- Select your Lead Source Consent and Lead Type
- Upload your information via a CSV file
- NAME your Import something unique. This is very important.
- Click Next
- Map the fields to the correct properties in SalesAi so your information is properly stored. Make sure to double-check these mappings before confirming! You can leave certain columns unmapped if you would like.
- Click Finish Import to finalize the upload!
You can filter prospects by the import list name!