Refer to the video above for instructions:
1. download sample file in "Contacts"
2. add data to sample file and save as a CSV
3. go to "contacts" and select import, upload the CSV file previously saved.
4. Contacts will be added, any errors just let support@repcard.com know and they can help import the contacts.
There are a few important notes:
1. Do not change anything about the first row. It must be titled exactly like that.
2. Column A - you must type in Lead, Customer, Other for every contact
3. Columns A, B and S must have data for every row. All other columns are not required
4. Column S - this is the email for who the contact is assigned to. If it is for you, it would be your RepCard account email
5. To have a contact be created as a disposition in your canvassing tool, you must include the contact latitude and contact longitude when importing.