Hi there, I'm very new to this, so apologise if this is a silly question. I have two branches to my business - I have wholesale customers (stockists) and then retail customers (from my website, social media etc) - I want to import my contacts but I would like to see these two customer lists separately. Is there a way I can do that?
Scenario 1: You are not using marketing starter or above
Since you don't have access to lists on the CRM itself, I'd use a simple prefix to the name when you import the contact list. Example: "[W] ContactFirst Contact Last" This way, you can search for [W] and the result will be the wholesale customers you have.
Scenario 2: You are using marketing starter or above
Create a column called "Customer Type" or similar in your spreadsheet and in your CRM as a dropdown with "Wholesale Customers" & "Retail Customers" as the alternatives. Then import it into the CRM and map the spreadsheet column to the correct Custom Field you've created.
Scenario 1: You are not using marketing starter or above
Since you don't have access to lists on the CRM itself, I'd use a simple prefix to the name when you import the contact list. Example: "[W] ContactFirst Contact Last" This way, you can search for [W] and the result will be the wholesale customers you have.
Scenario 2: You are using marketing starter or above
Create a column called "Customer Type" or similar in your spreadsheet and in your CRM as a dropdown with "Wholesale Customers" & "Retail Customers" as the alternatives. Then import it into the CRM and map the spreadsheet column to the correct Custom Field you've created.
