Managing your contact list efficiently is key to effective outreach. A handy feature available via the prospect reach dashboard allows users to import leads using a CSV file (a comma-delimited file) and instantly separate those contacts into distinct groups upon import. This is exceptionally useful when you need to create separate, organized groups for your contacts

Step-by-Step Guide to Importing into Multiple Groups

1. Navigating to the Import Option

To begin, you will start from your prospect reach dashboard.

• Access the contacts menu.

• Click on the add contact button.

• From the subsequent dropdown menu, choose the import in multiple groups option.

2. The Critical Template Requirement

When importing contacts into multiple groups, it is absolutely essential to use the template that is provided. The upload will not go through successfully unless this template is utilized.

To obtain the necessary file, click on the link that says "click here to download the template CSV file". This link is often represented by blue text.

3. Setting Up Your Groups within the CSV

The downloaded template will include a "group column". This is where you will input the names of the groups you wish to create or assign contacts to.

• Naming Groups: You can name these groups anything you want. Examples include very specific names like "Michigan restaurants" or "Detroit, Michigan restaurants," or simpler labels like "Group One".

• Assigning Contacts: Ensure that you input the desired group names for the specific contacts across the row. For example, if you want a particular contact to be set to "Group Three," you input that name in the corresponding cell.

4. Completing the Upload and Verification

If your upload adheres to the template and the groups are correctly defined, you should receive a confirmation that your contacts were saved successfully. If there are issues, you will receive an error.

Once successful, the imported contacts should be listed in your system, separated precisely by the groups that you defined in the CSV file. You can easily confirm which groups a particular person is in by reviewing the group name column.

Using the "Import in Multiple Groups" feature acts like a professional sorting machine: instead of manually organizing your contacts after a bulk dump, the system pre-sorts them into the exact containers you labeled based on your CSV input, ensuring your data is clean and actionable from the moment it's uploaded.