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What are the different ways to add contacts?

Compare the four ways to bring contacts into MyRepChat

There are four ways to add contacts to MyRepChat:

  1. Search and add via CRM
  2. Create manually
  3. Import from your mobile phone
  4. Import a CSV file
Method Pros Cons
Import from CRM No manual entry required. May be able to pull in groups. Sets up a connection to sync texts back to contacts in your CRM. CRM info must be accurate.

Import from phone No manual entry required.

Requires going through all personal and business contacts one by one. Info must be reconciled with your CRM.
Add manually Easy to learn.

Slow process. Typos are possible.
Upload CSV file Large amounts of data can be transferred in bulk.

Requires some technical expertise. Time-consuming.