Uploading a CSV File to the Dialer
The team at SmartCalls Dialer provides a full service set-up with tools to help you get the most out of your SmartCalls Dialer website. Our coaching sessions help you work through challenges, develop prospecting skills, and create intentional prospecting sessions aimed to set appointments, invite your contacts to events, or simply do a check-in.
We handle your complete database by cleaning it up, formatting the information, and uploading it to the dialer. Need to add a new group of contacts? No problem! Send us the file and we will take care of it.
But sometimes, you have a smaller list that you wish to upload and create a call set with those contacts. There are multiple ways to create call lists, such as tagging and doing an advanced search. However, you can also format a specific list and upload it, while also "matching by phone number & updating" the contact information. We have created a step-by-step guide to help you and your admins easily complete this task and get you on your way to making calls.
How do I to set up a CSV file for importing? (Click below to download file)