Contacts - Prepare Your Data for Import Into ConveYour
After you have exported your contact data into a .CSV spreadsheet, prepare it for import into ConveYour. This ensures a smooth import of learner information.
Contacts - Exporting/Downloading Contact Data
Download your contact data from your email provider or CRM. This is the first step towards gathering existing contacts for use in your ConveYour Program
Contacts - Prepare Your Data for Import Into ConveYour
After you have exported your contact data into a .CSV spreadsheet, prepare it for import into ConveYour. This ensures a smooth import of learner information.
Contacts - Uploading Contact Data to ConveYour
Don't start from scratch! Upload your existing contact list to ConveYour. Upload .csv's, set data types, and skip unneeded info.
Contacts - Add a Single Contact
How to simply add one contact in ConveYour as well as a quick look at the features available when you do so. Send messages, set tasks, and more!
Contacts - Boards
Use ConveYour Contact Boards to track process within your organization. Great for sales funnels, employee onboarding, status and location of reps and more!