Import/export pro tip

Your CRM's export and import features are pretty powerful and useful, once you get to know them.

List member Emily passed along a great tip in conversation today:

Always export the Contact ID.

Because you're probably going to do something with that exported list.

And sooner or later, you'll want to import some of those contacts back into the CRM.
To update their info,
or to put them in a group,
or to send them a mailing.

If your spreadsheet already includes the Contact ID, that import will be pretty easy.

If not, you'll have a little adventure trying to get them all imported without creating duplicates.

Thanks, Emily!

All the best,
A.