Import and Engage with all Your Contacts Instantly in Tekmatix

Your contacts are the heart of your business—and keeping them organized is the key to effective marketing and sales. With TekMatix, you can import, update, and engage with your contacts effortlessly, ensuring you never miss an opportunity.

👉 Reflect today: Is your contact list clean, organized, and ready for powerful automation and engagement?

1️⃣ Import Your Contact List with Ease

To get started, navigate to Contacts → Import Contacts. You’ll have the option to import contacts only or import contacts with opportunities if your list includes deals, stages, and pipeline progress from an existing CRM.

2️⃣ Choose the Right Import Type

Depending on your needs, select one of the following:

✅ Create Contacts – For entirely new contacts.

✅ Create & Update Contacts – If your file includes both new and existing contacts.

✅ Update Contacts – If you're updating existing contact information.

3️⃣ Organize & Segment Your Contacts

Before finalizing your import, you can:

✅ Create a Smart List – To group new contacts separately.

✅ Add Tags – For better segmentation and targeted marketing.

✅ Add Contacts to a Workflow – To immediately enroll them into an automated sequence.

Get TekMatix today and import your contacts in minutes!

www.tekmatix.com

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