Importing contacts into Dubb is essential for managing your outreach and communication effectively. Follow these steps to import your contacts quickly and efficiently.
Access the CRM Section
From your dashboard, click on "CRM" and then select "Contacts."
Add a Single Contact
Click "Add New Contact" if you want to add one contact at a time.
Enter at least the first name, last name, and email. You can add additional fields and tags for better organization.
Import Multiple Contacts
Click "Import Contacts" to add multiple contacts at once.
Choose a CSV file with your contact details. You can download a template if needed.
Match Fields
Ensure that your CSV file includes the fields: First Name, Last Name, and Email. Avoid extra characters or spaces in these fields.
Dubb will prompt you to match these fields during the import process.
Finalize the Import
After matching the fields, click "Next" and then "Save" to import your contacts.
By following these steps, you'll have all your contacts imported and ready for use in Dubb, streamlining your communication efforts.