Import People from a CSV

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    Anna Hopkins

    Suggestion: It would be nice if you could not only assign the contact to a cadence via CSV but also the step number and due date.

    We use this tool in our Success organization and use the cadences based on where the client is in their contract. It is really time consuming to have to take each client, assign them to the cadence at the correct step, and then have to go in and change the due date manually. Being able to do it via CSV would be so much easier. This took our team a long time when we switched to using Sales Loft and really affected user adoption. 

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