27th January, 2015 by Samuel Watts

How to import a segment list

  • Open the Envisage CRM System from the left hand menu
  • CRM Symbol
  • This will take you through to the Envisage CRM System
  • CRM System
  • At the bottom of the CRM there is a panel called 'Import Contacts'
  • Import segment Panel
  • Enter the name of the list you're going to import into the text box
  • Name Imported List
  • Click on the import list button
  • This will open a pop up file upload area
  • pop up menu
  • Select the .xlsx or .xls file you want to import
  • File from pop up

A import successful message appears at the bottom of the import panel

Import Contacts

About author

Samuel Watts

Sam is our resident video games expert. as well as being a dab hand (Or should that be knee) at muay thai. He is the man on the end of the phone dealing with your support requests.

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