Have a collection of notes you'd like to import to your TRIBUS CRM? We can do that for you!
Notes can be attached to any existing lead(s) in your CRM.
Send us your Notes in a CSV (comma-separated value) file format with just these fields:
- agent email (your WordPress user profile email address)
- lead email (the lead/contact's email address)*
- comment (content of the note)
- created at (date note was added...if left blank, Note will be tagged with the date/time of the import)
Since one lead can have multiple notes, it's okay if you have several rows with the same lead email.
Click here to download a Notes CSV template.
Here's a sample notes import csv file. Notice the same lead can have multiple notes.
Send your completed Notes file to HelpDesk@TRIBUSgroup.com