How to import leads/ contacts from the Phone?

You can import the contacts from your Mobile phonebook to Salesmax. Only the imported contacts will be considered as the Business group and will capture the call logs, notes, outcome capture, etc.

Here are the 2 methods you can import the contacts from your Mobile Phone.

• Import contacts while setting up your Salesmax account
• Import contacts from the ADD contact Page at any time.

Option 1: Import contacts while setting up your Salesmax account

Step 1:  Click on the Leads Tab, Click + button & click on Import the contacts

Step 2: Select the contact of your choice and import the contacts to Salesmax App

Option 2: Import contacts from the ADD contact Page at any time

Step 1: Go To Leads Tab and click on the ADD contacts button

Step 2: Click on IMPORT CONTACTS at any point of time.