Importing your contacts is the first step towards efficient communication and outreach. Follow the steps below to easily upload your contact list into Furflow CRM.

Step 1: Go to the Contacts Tab

Navigate to Contacts in your Furflow CRM dashboard.

Step 2: Click on Import Contacts

Click the Import Contacts icon (a downward arrow into a box).

Step 3: Select Contact Import Type

In Imports - 1, choose Contacts and click Next.

Step 4: Confirm File Format and Upload

Make sure your file is in CSV format (maximum file size: 50MB). Upload the file.

Step 5: Map Your Fields

Match your file’s columns with Furflow CRM contact fields.

• You can create a new custom field for unmatched columns

• Or choose "Don't import data in unmatched columns"

Step 6: Finalise Import Settings

Enter the import details such as:

• Name your import

• Assign contact lists

• Set consent preferences

Click Bulk Import to begin.

Step 7: Wait for the Import to Complete

Once submitted, Furflow CRM will begin importing your contacts. You’ll receive a notification when it’s done.

Creating Custom Fields in Furflow CRM

Custom fields allow you to personalise your contact records to fit your business needs. Here's how to create them.

Step 1: Navigate to Custom Fields

Go to Settings > Custom Fields.

Step 2: Add a New Field

Click Add Field.

Step 3: Choose the Field Type

Select the most suitable field type for your data.

Step 4: Enter Field Details

Fill in the required field information such as:

• Field name

• Group name

• Placeholder text

Step 5: Save the Field

Click Save to finalise and add the field.

Using Bulk Contact Actions in Furflow CRM

You can save time and boost efficiency by applying actions to multiple contacts at once.

Step 1: Navigate to Contacts

Head to the Contacts section.

Step 2: Filter Your Audience

Use the filter options to refine which contacts you want to take action on.

Step 3: Select Contacts

Tick the checkboxes beside the contacts you want to include.

Step 4: Choose a Bulk Action

Click one of the available bulk actions such as:

• Add to Automation

• Send SMS

• Send Email