When you start using RoloCRM, the first thing you should do is to add your existing customer contacts. You can add all your existing customer contacts using the import feature on the web and the app.
The image below shows you how to import your customer contacts from the app.
The image below shows you how to import your customer contacts from the desktop web.
Once you have imported all your contacts into the CRM, the next thing to do is to invite your team members to start using RoloCRM. Instructions for that can be found here.
- Contacts can be imported into RoloCRM using the web interface using a CSV file on your computer or Google Drive.
- The CSV file should be formatted as shown in the attachment.
Once you have imported all your contacts into the CRM, you can also import interaction history for contacts from your mobile phone using the mobile app for RoloCRM. Instructions are in https://rolocrm.freshdesk.com/solution/articles/42000056059-importing-interaction-history-in-the-mobile-app-for-rolocrm-