If you have account lists from other reports or your business system, they can be imported into Handle Targets to create bulk actions or Target campaigns. It is also possible to import prospect lists from other sources.
- Go to the Targets entity
- Select an existing target or select new in the bottom right corner
- Click the Participants tab
- Click Import Participants (Target will autosave before import)
- Select the CSV file you would like to load and click Open
- File must be in CSV format
- CSV file should not be open in another application or you will receive an error message
- Format in one single column of account numbers
- Prospects cannot be imported directly into Target. Email Support to discuss importing Prospects into Handle