Tom PeltonSales Manager, Coldwell Banker Realty · Real Estate Coaching and Training

Upload Contacts into Your MoxiEngage CRM / Quick Tip

Name: Upload Contacts into Your MoxiEngage CRM / Quick Tip
Uploaded: 2024-05-01T20:37:37+00:00
Duration: 2 min 29 s
Channel: Tom Pelton
Description: Tom Pelton shows how to import contacts into MoxiEngage CRM through the Moxiworks app. Download the CSV template, fill it with your contacts, upload the…

1 May 2024 · 2 min

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2:29

Tom Pelton shows how to import contacts into MoxiEngage CRM through the Moxiworks app. Download the CSV template, fill it with your contacts, upload the file, then organize them into the auto-created "Imported on" group using Filters and Groups.

Questions this video answers

May 1, 2024.

mycbdesk.com.

Chapters

Log into mycbdesk.com and click the Moxiworks app. Click on Engage in the top navigation bar within Moxie Engage. Go to the People tab at the top and choose My People. Click the Add People button and then select Import Contacts. Ensure to download the provided CSV file linked in blue as a template for your contact data and follow the provided instructions. Once you've followed the instructions and your CSV file is ready, you wait choose your file for upload. Upon completion of the import a pop up window will notify you that your contacts have been added to a new group labeled with Imported on and the date and time of the import. If you wish to organize these contacts into groups, click on Filters then select Groups and select the appropriate Imported on group using the filter. Add Contacts to groups accordingly using the Add to feature. If you have any issues with your contact upload, reach out to MoxiWorks support using the Chat feature in the bottom right hand corner.