From the very start, I did not want people importing their contacts into Candid CRM. My reasoning was that I wanted to follow a process:
- Add contact to CRM, either manually or by scanning their business card.
- Create and execute the first action that will lead to a one2one.
- Keep creating and executing actions until your either get the one2one or you give up!
- Have the one2one and go from there.
If you import 100 contacts, you can still do this, but you have to work through them methodically, and delay the first action as you cannot do several first action immediately.
I still stand by this. However, Candid CRM is meant for first time CRM users. New businesses, people who are currently using a spreadsheet, Outlook or the contacts on their mobile.
These people are more likely to have 50 contacts than 1000, and typing in 50 names and details will take awhile. Using a CRM is to save you time, not to waste it.
So, the import facility is being added! The cravat is that you will be notified that it is a good idea to cleanse your contacts before importing them. As a rule, only import contacts that you are happy to set a next action.