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Here you will learn how to upload your existing customer / lead list to your website administration panel.

Step-by-step guide

  1. Login to your administration panel admin.yourwebsiteaddress.com
  2. Click "Contacts" on the left hand navigation
  3. From here click on the box beneath Search in the upper-right corner.
  4. This box allows you to search for customer by Name, Company, Phone Number or Email Address
  5. The Search box will automatically pop up a dropdown list of all matching customers.
    1. You can also select the Go button to be taken to a search results page.  


You can also search directly from the Search box at the top of the Admin! Click on the down arrow next to the magnifying class and select Search Contact instead of Search Orders/Quotes. This functions identically to the Search option under Contacts.


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