Once you have finished importing your contacts, you'll want to begin organizing them into our categories. Click here to go to your contacts.
There's two ways to do this:
Go to all your "uncategorized" contacts and begin organizing by category (recommended).
Fill out your weekly vision board and start organizing weekly.
In both scenarios, you'll need to understand each selling system category to begin setting up and organizing your database inside our Sales accountability Software & CRM.
You can build out your database based on if contacts are B2B vs. B2C to work them through our selling system cycles.