Bulk Add/Import Leads/Clients and bulk update marketing instead of one by one
live
S
Sapphire Octopus
Needing to add clients from a from that predated TS forms and it's taking hours. Would be super helpful to be able to import with spreadsheet. Would also be super helpful to be able to update marketing preferences for a large number of clients without having to go into each profile one by one. Efficiencies!
Jacey Jones
marked this post as
live
Our team can now bulk add clients for you. Please contact support for this.