Contacts – Prospects, Clients and Referrers

Importing Contacts Into the Sunshine Island App CRM

Watch this new video by Dan Thomas to see how to import your contacts into the Sunshine Island CRM. If you have any questions, or need assistance, send Dan a Slack message, or click here to book a call.

Overview of Contact Management

• Access the Contacts Area
• Add a Contact
• Import a list of contacts from a CSV file (exported from another program)

Tagging Contacts and Searching Using Filters and Smart Lists