To add Contacts to your CRM, you have two options:

  1. Add a single contact manually – Use this method if you're entering one vendor at a time.

  2. Import multiple contacts using a CSV file – This option is best if you have a list of vendors to upload all at once.



ADD A SINGLE CONTACT

  1. From your dashboard, click "CRM", then select "Add a Contact".
  2. Enter the contact’s details, including:
    • Multiple addresses and emails (as needed)
    • Lead types, lead sources, tags, and notes
    • Option to add the contact to a team





Adding Additional Contact Information

  • To add a new email or phone number, click the down-arrow next to "Email" or "Phone".
  • Select "+ Add new [phone or email]" to input additional details.




Once all information is entered, click "Save" to store the contact in your CRM.




IMPORT MULTIPLE CONTACTS:


Click “CRM” and “Import” from your Dashboard.





From the Import screen, read the entire disclaimer. 

If you agree, check the “I have read, understand…” box at the bottom.



Next, select Contact as the upload type. 

Click Upload

You may click the Upload button or drop a CSV file from your desktop.



You can select which file you want to upload from your computer.  

Please make sure that it is a “.csv” file.  

Then click “Open”.




On this page, you will match the fields from your CSV to the pre-existing fields in Total Brokerage. 


You can choose which ones you want to add and which ones you do not need.



If a field is not matched, it will say “Do Not Import” as the default.


You can select which field you want it to match by clicking on the drop-down menu of selections to the right and making a selection.





Here you will be able to see the added field.



Assign To: Managers may select a specific Account or Lead Route.To assign a lead route, click "Assign to -> Lead Route". 



Once you’re done matching up the fields, you may also add an Additional Tag.

Adding an additional tag during a contact import is a great practice because it allows for quick identification and organization of those contacts later.


If this is a new upload and you may already have some of the contacts in your CRM, you can select to Remove Duplicates.



Click “Import” at the bottom.





Finally, you will receive a green confirmation message that your contacts have been imported.