Import accounts

[susant]

Is there any way to do a csv import for accounts? I am getting a list of prospective clients and I want to add them as accounts. I was hoping that we could do this via an import and not have to do it manually.

 

[mhalper2000]

Yes, in the same way that you can import a list of contacts you can import a list of accounts. Simply go here https://salesscripter.com/pro/crm/accounts/all and click on the button Import Accounts.