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New Feature: Contacts Import

Topic: Contact Management,New Features | Comments Off on New Feature: Contacts Import

Posted on June 2, 2009 by Kelli Wall

At WorkingPoint, we know you have more important things to do than enter your contacts by hand one-at-a-time. With our new Import Contacts feature, you can quickly import your contacts from your email clients and address books, such as Gmail, Yahoo! Mail, Microsoft Outlook and Outlook Express. We also work with Apple address books.

import_contacts

Just export your contacts to Outlook CSV or vCard format, upload it, and within minutes…voila!, your contacts are in WorkingPoint! After import, you will get a summary report showing you how many contacts were imported, and which contacts were not imported because of invalid data or duplicates. You can even filter your Contacts List to show the contacts you imported within the last day if you want to check them out.

Importing your contacts is the first step in managing your customer relationships in WorkingPoint. As you work in WorkingPoint, selling to your contacts or purchasing from them, WorkingPoint automatically tracks your relationship, adding them to your customer and vendor lists. We’ll show you the sales history for every customer so you’ll know who are your top customers.

With WorkingPoint, it’s a snap to manage all of your contacts — your loyal customers and trusted vendors, prospective customers or even someone you just met at a conference. By keeping critical information easily accessible, WorkingPoint helps you build stronger relationships with the people who count.

For more information on how to import your contacts, visit our online Help Center.

The WorkingPoint Team

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