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:
- Search and add via CRM
- Create manually
- Import from your mobile phone
- 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. |