The best way to get started with Yottled is if you already have a list of contacts that you'd like to connect with. Examples of this include contacts living in another CRM such as HubSpot or Salesforce, or contacts living in a spreadsheet such as Google Sheets or Microsoft Excel.
If you've already got a contact list, you're well on your way to being successful with Yottled!
The first step to importing your contact list into the Yottled CRM is to first save your existing contacts to a .CSV file.
How do I save CSV files?
Saving CSV files is relatively easy, you just need to know where to change the file type.
Under the "File name" section in the "Save As" tab, you can select "Save as type" and change it to "CSV (Comma delimited) (*.csv). This should be the same for both Apple and Microsoft operating systems.
For an in-depth explanation on how to save a CSV file, check this out.
How do I upload a CSV to Yottled?
Once you've save your contacts to a CSV file, it's time to upload the CSV file to Yottled. To do this, first navigate to the contacts section of the app.
Next, proceed to click the upload button. This will open up a dialog where you will be able to upload the CSV file you created in the previous step.
Follow the dialog prompts to complete your contact upload. Once completed, all of your contacts should show up in the Yottled CRM.