Manual Import
With the help of our support team, prospects can be uploaded into handle and utilized in targets. Account clean up efforts are a common but time consuming problem most dealers face, we highly recommend reviewing data you want to import to prevent duplication. There are several important guidelines to follow to reduce duplicates. No account duplication verification will be done when uploaded, please follow these steps carefully.
- Download MasterTemplate_ProspectImport to just import Prospects.
- Download MasterTemplate_TargetImport if you’d like to import Prospects into a Target and/or create an Action.
It is very important to populate the template exactly the way it is, do not change any of the colored cells. Only add and fill out the white empty cells in the worksheets.
Once you have the information filled out, please send to handle@customertrax.com. We will review your request and provide an estimate to upload the prospects. All records will be uploaded as prospects.
Coming soon…
Handle Intelligent Import
- Create your data set from another source
- Map columns to handle fields
- Identify smart match criteria
- Potential matches will display to avoid importing duplicates