Time to work on your lists! 

Today we are going to go over how to edit, format and work your customer list and prospect list. You have to make sure that you have separate sheets saved as a .CSV format for your imports. 

When you get ready to import your customer list, make sure its on a separate .CSV, and import that list straight into the "Customer BFY" group. This will not trigger automation on its own. It will just get your customers into the system.

When you get ready to import your prospect list, make sure its on a separate .CSV and import that list straight into the "Prospects BFY" group. This will not trigger automation on its own. It will just get your prospects into the system. 

Training Video: List Work. -> https://youtu.be/0sZtmlMCv34

- AE Team