c. Add Contacts by Importing (Upload Excel File)

This option allows users to import contacts in bulk by uploading a CSV or Excel file into the CRM. The file must follow the required template format to ensure correct field mapping.

Note:This method is best suited for importing large datasets.

d. Add Contacts by Importing from Google Sheets

This option allows users to add contacts in bulk by importing data from Google Sheets into the CRM. It enables users to fetch contact details from a connected Google Sheet, provided the data is structured in the required format.

Note:Auto-sync is not currently supported. Any updates in Google Sheets must be re-imported into the CRM