This chapter will guide you through the process of importing contacts at the Admin level in Bonzo, allowing for importing across multiple teams in one step. Navigate to the "Import" tab, select "Import from file" or "Import from CRM," and assign contacts to teams. In the "Map Fields" stage, map the "Assignee" field to route contacts to team members. After finalizing, review the import status. Admins can also impersonate Team Leads to import contacts at the team level. These features streamline data management in Bonzo.
Estimated Learning Time: 4 Min
Click on the link below to advance to the next chapter:
Click to view additional resources for Chapter 2: