Import your contacts and begin the reminder cycle

Posted January 29th, 2009 by Dane

To get your database full of your client data, you can import your contacts into Clientlunchbox.

All you need is a Comma Seperated Values (CSV) file of your contact database.

Don’t worry, it’s as easy as sending an email to figure out…

For help exporting your contacts from Outlook or another database, find the help section and search for “Export Contacts CSV”

After you have your CSV file…

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Here’s how to do it

And when your finished…

Now with your contacts imported, you can sort them into groups like “past clients” or “referral clients” and setup a group reminder.

Or just make a client feel special by creating an individual birthday reminder.

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