Match Fields & Add Individual Contacts
Perfect field mapping + manual entry for high-value leads.1. Field Matching (Bulk Upload)
After upload:
Click Preview → Fix errors → Import
2. Add Individual Contact
- Go to Contacts → + Add Contact
- Fill:
- Phone:
+15559876543 - Name:
Sarah Johnson - Tags:
vip, dental - Custom Fields:
Budget: $50k,Source: Referral
- Phone:
- Click Save
3. Agency Workflow
All manual entries are real-time searchable in campaigns.