Step 1: Go to www.Monitorbase.com 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 email@example.com