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Knowledgebase: MSP Advantage
Advantage or Concierge Only: How do I send contacts to support?
Posted by The Team at Mindmatrix on 28 July 2014 01:13 PM

To ensure that your contacts are imported properly, please follow these guidelines when submitting your contacts to the Mindmatrix support team: 

1. Please use the linked templates to deliver your contacts. If there are custom fields in your account- simply add that column to your saved sheet. If you would like additional fields added- please include that in the email to support. 

Customer Spreadsheet: This is for your Managed Services Customers. 

Upselling Spreadsheet: These contacts are treated as prospects and will be placed in the Inquiry/Marketing Drip. They include any contact you have previously done business with but they are not a contracted/recurring revenue client for your business. 

Prospects: These contacts will be place in the Inquiry/Marketing Drip. 

2. Please submit your contacts by attaching CSV files to an email addressed to support@mindmatrix.net. Please do not send your contacts to your specialist. 

3. Always send only new or updated contacts. 

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