You can add as many custom fields as you like to really fine-tune your contact data. Scroll down to Form Setting and add your custom fields. Then match your contact data to your fields during import.


1. Click on SETTINGS > Form Settings

Click on SETTINGS > Form Settings

2. Click on Add Category

Click on Add Category

3. Give it a category name, in this example "Social Profile"

Give it a category name, in this example

4. Click on Save

Click on Save

5. In the Category menu, Click on Add Tag

In the Category menu, Click on Add Tag

6. In this example, enter "LinkedIn"

In this example, enter

7. Click on Save

Click on Save

8. Click on Add Tag to add another

Click on Add Tag to add another

9. In this case, "Facebook"

In this case,

10. Click on Save

Click on Save

11. Repeat for as many fields as you need

Repeat for as many fields as you need

12. Now Import a list. Click on PROSPECTS > Contact Lists

Now Import a list. Click on PROSPECTS > Contact Lists

13. Click on Create List

Click on Create List

14. In this example, "Leads"

In this example,

15. Click on Save

Click on Save

16. Click on Contact Lists

Click on Contact Lists

17. Click on Import

Click on Import

18. Select your CSV file from file upload menu

Select your CSV file from file upload menu

19. Upload your list

Click on Upload

20. Click on Select All

Click on Select All

21. Click on Submit

Click on Submit

22. Now match fields

Now match fields

23. Scroll down to see the Custom Fields you've created

Scroll down to see the Custom Fields you've created

24. Us the pulldown menu to select your field. In this case, "LinkedIn"

Us the pulldown menu to select your field. In this case,

25. Click on the + icon to add more of your custom fields

Click on the + icon to add more of your custom fields

26. Select from the pulldown menu, in this example Facebook

Select from the pulldown menu, in this example Facebook

27. Repeat for as many fields as you've created

Repeat for as many fields as you've created

28. Choose from the pulldown menu

Choose from the pulldown menu

29. Click on Map Columns…then match fields in your imported list

Click on Map Columns…then match fields in your imported list

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