Easily consolidate all your existing contacts in one place by importing them into Revwit using a CSV file. Follow these steps:
Prepare Your CSV File
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Ensure your file is formatted correctly with columns like Name, Email, Phone, and Company.
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Save it as a CSV file for compatibility.
Access the Import Feature
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Go to Company, People or Deal in the sidebar menu.
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Select Import.
Upload Your File
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Click Select CSV and select your file.
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Map the columns in your CSV file to the corresponding fields in Revwit (e.g., “Full Name” → Name).
Review and Import:
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Double-check the data mapping to ensure accuracy.
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Click Import to add your records to Revwit.
Verify the Import:
- Once completed, navigate to the relevant section (e.g., People or Companies) to confirm all records were imported correctly.
This tool lets you quickly populate your CRM and manage your contacts more efficiently.