What is the format of a CSV file to import customers list?
Please ensure the CSV file is in the below format:
Name,Email,Company,Status, Phone Number
Example: John, John@xyz.com, AB Ltd, Hot, +919909199091
Excel screenshot
If you want to add multiple phone numbers for each CRM contact, please use the following format
Example: John, John@xyz.com, AB Ltd, Hot, +919909199091,+91990919909
Excel screenshot
Note that, the number should have "+91" as well.
Related Articles
How to upload a phonebook/list to initiate an OBD?
Here are the steps that you can follow to add phonebook and initiate OBD: 1. Go to the CRM tab. 2. Click on Phonebook. 3. Click on Upload Phonebook. This is where you can upload the list. Here you can name your phonebook and the format in which the ...How do I add a Sound File?
Below are the steps that you can follow to add a sound file: 1. Go to Setting tab on you panel and then click Sounds. 2. On the Sound page you have an option to upload a sound file. The maximum file size is 1 mb and it should be in the mp3 format. ...Outbound Call Center
It is no longer sufficient to advertise & expect the market to come to us by way of an inbound call. To bridge the gap and allow customers to earn more revenue Super Receptionist allows users to do Progressive Outbound Calling as part of Outbound ...What is the format to upload sound file?
At the moment, we only support sound files in the .MP3 format.How do I listen to past conversations between agents and customers?
You can follow these actions to listen to the recordings: Login to your SuperReceptionist account Go to ‘Call Logs’ under Calls and SMS tab Play the recording