Import customers into CRM Software Groups

Import contacts into CRM from a spreadsheet

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Amphis Customer CRM Software supports Groups which are lists of Customers. This enables actions to be performed on a set of customers at a time. For example you can perform a Mail Merge to send a letter to all customers in a group.

When importing customers into Amphis Customer CRM Software from a spreadsheet, you can specify a group for the customers to be added to. All the customers will be imported into the selected Group.

Import Customers into CRM Software Group

From the Maintain Customers screen it is also easy to assign multiple customers to a group at a time.

Import Customers into CRM Software

Import Customers into CRM Groups

You don't need to use groups at all if you don't see the need, but it can be useful if you want to be able to distinguish one set of customers from another.

For example, when searching for customers, you can specify to search in a particular group. Some clients use group to mean a territory so they might have a group called SouthWest and a group called SouthEast. Then if you want to search for a customer whose last name is Jackson and they are in the SouthWest territory then on the search page you can enter the last name as Jackson and select the SouthWest group to only search for customers with last name Jackson in the SouthWest territory.

Download CRM Software Free 30 Day Trial
Download CRM Software Free 30 Day Trial