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How to Import Prospects

Mar 16, 2017 2:16:13 PM


Step 1:  Go to and Login



Step 2: Click Prospects > Upload



Step 3:  Add Description, Group Name, Relationship Level, And Monitoring Types you want, and Choose the CSV formatted Excel File for upload     



*** When selecting the CSV File, select “All Files” if you have trouble finding the file ***

Step 4: Click Import List, and Match Columns (First Name to First Name, Middle Name to Middle Name, etc..


Step 5: Click Save, and allow system to process the upload. You’ll receive a confirmation of upload via email.

Thats it!  If you have questions email 

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