The following instructions are to upload contacts for the RevEngage Inbox. Note: This process can also be completed by accessing Settings > Contacts.
Instructions
-
- Access RevEngage > Inbox.
- Click the gear icon.
- Click Upload Contacts.
- Click 'UPLOAD FROM CSV.'
- In the Upload Contacts modal, click 'CHOOSE FILE.'
- Follow your computer's procedures to upload.
- In the Upload Contacts modal, click 'Done.'