Steps
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Step 1
Make sure your contact list is on an excel sheet. You can either export it from your current CRM, or you can manually enter it. Your excel sheet must have at least the following categories: First name, last name, and email. Other data may be included but these three are necessary.
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Step 2
Log into your Real Wealth® System.
https://realwealth.worbix.com/ -
Step 3
Click on “contacts” on the left hand panel. Then in the top right corner, click the orange “actions” button. Click “import from csv/xls.”
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Step 4
For the category, choose leads. Then, click in the “drop files here” box and find your spreadsheet in your file manager. Check the “my file has column headers” if you labeled your spreadsheet with “first name,” “last name,” etc.
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Step 5
Click import
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Step 6
Make sure all the title matches up with what the content of that column is. If the box is outlined in red, you need to choose the header for that column. When ready, click “map fields.”
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Step 7
When ready, click “process.”