To import contacts:

  • Prepare CSV File: Ensure your CSV file is formatted correctly with appropriate headers.
  • Import Contacts: Go to Contacts > Import and upload your CSV file.
  • Map Fields: Match the CSV columns to the corresponding fields in Lead Cartel.
  • Complete Import: Confirm and start the import process.
  • To export contacts:
  • Navigate to Contacts: Go to Contacts > Export.
  • Select Criteria: Choose the contacts you wish to export based on filters or select all.
  • Export File: Click “Export” to download the CSV file.