Import Your First Contacts

Learn multiple ways to add contacts and organize your database

Overview

A CRM is only as useful as the data inside it. This lesson covers the three most common ways teams bring contacts into FlowMax Pros: CSV import, manual entry, and migration from another CRM like Salesforce or HubSpot.

Lesson Details

You'll also learn how tags and custom fields keep a growing contact list organized, so segmentation for campaigns later is fast instead of manual.

What You'll Do in This Lesson

Export a CSV from your current spreadsheet or CRM and map its columns to FlowMax Pros fields during import. Apply tags (e.g. "lead", "customer", "VIP") as you import so your first segment is ready immediately. Set up 2–3 custom fields relevant to your business — insurance provider, treatment type, or contract value — before your list grows.

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