Importing contacts from other CRMs
Learn how to import contacts from your CRM - including tags, categories, and more
Not on Redtail or Wealthbox? Not to worry, importing contacts from any CRM is easy. In this demo we will show you how to:
- Download contacts from your CRM to Knudge to a CSV file, with links to CRM specific instructions for Salesforce Practifi, Envestnet/Tamarac,
- Download contacts from your CRM to CSV file with links to CRM specific instructions for Salesforce, Advisor360, Practifi Envestnet/Tamarac, LeadLoft, AdvisorEngine, and Orion
- Uploading your CSV file
- Assigning a lead advisor
- Viewing your contacts in Knudge