Importing Customer

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

 

This article will walk you through importing Customers in SalesManager, formerly known as NorthBoundary.

Before you begin, it's essential to read about the basics of Bulk Importing in SalesManager.

 

Video Walkthrough

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