Big Biller’s Contact Importer gives you the ability to import spreadsheets and create new records for People, Companies, or a combination of the two. Once a Contact Import is complete, you can easily access all of your newly created records in a Hotlist.
To locate records created from the Contact Importer:
- Expand the Sidebar in the top right corner of the software and click on the Settings icon
- Click to expand the Tools and Data Management section and then select Contact Importer
- From the Contact Import page, locate the import you wish to view
- Click on the corresponding People or Companies link
- The Create Hotlist window will open which allows you to name your Hotlist
- Click the Create button when complete
- To access your newly created Hotlist, expand the Sidebar in the top right corner of the software and click on the Hotlist icon
- Click on the name of the Hotlist you wish to view
