Add Accounts, Leads or Contacts

Switch provides you with two convenient methods to add People or Companies, making it easier for you to manage your network effectively. You can either manually add individual accounts, leads, or contacts, or import them in bulk to save time.

Manually add Accounts, Leads or Contacts

This method allows you to add an account, lead or contact individually if you do not have multiple contacts you want to add at once.

Step 1. Navigate to Contacts

• (As a new client) Navigate to Get Started-Add Accounts or Leads.
• Click on Add a Record.

OR

• Navigate to Contacts-People-Leads/Contacts

• Click on Add.

Step 2. Provide Record Details

To successfully add an Account, Lead or Contact, you should fill in all mandatory fields marked with a *.

Import Accounts, Leads or Contacts

• If you have a large data set of accounts, leads or contacts, it is easier to import the than to manually add them one by one.
• Importing your data is a vital part of managing your Accounts and Leads. We offer five distinct methods to suit your preferences and requirements.
• Whether you prefer the convenience of uploading CSV files, connecting with your Google account, integrating with Mailchimp, or syncing with Outlook and Google Contacts, we have you covered. Each import method has its unique features and benefits, and this guide will help you understand the differences between them, so you can choose the one that best fits your needs.