If you're looking to efficiently add prospects to a sequence in Vaam Outreach using a CSV file, follow these simple steps:
.1
- Log in to your Vaam Outreach account.
- Navigate to the sequence you want to add prospects to.
- Click on the sequence to open its details page.
.2
- In the top right corner of the sequence details page, locate the action menu (represented by three dots).
.3
- Click on the action menu to reveal a dropdown menu.
- From the dropdown menu, select "Add via CSV."
.4
- You will be directed to a new page where you can upload your CSV file.
- Click on the "Upload CSV" button.
.5
- Vaam Outreach will prompt you to map the fields in your CSV file to corresponding properties within the platform.
- For each column in your CSV, specify which property in Vaam Outreach it should be associated with.
- Ensure that all necessary information is mapped correctly.
.6
- Before finalizing the upload, take a moment to review the preview of your prospects.
- Make sure that the mapping is accurate and that all data appears as intended.
- If everything looks correct, confirm the upload.
That's it! Your prospects from the CSV file are now added to the selected sequence in Vaam Outreach. This streamlined process saves you time and ensures your outreach efforts are efficient and well-organized. If you encounter any issues or need further assistance, don't hesitate to reach out to our support team for help.