Settings
Account
Skills tags
Category
Tags
*editing these tags does not affect the tags added to contacts, just the options in filters and adding a person. You may need to re-add / change tags to contacts.
User Accounts & Roles
| Name | Role |
|---|
Import People from CSV File (Spreadsheet)
| Row | Name | Error |
|---|
*Make sure to upload a CSV file exported from sheets that follows this EXACT template. Some fields are required (*First & *last name, *skills/tags and *email). If a person does not have this they will not be imported