There are four ways to add Records to your MMC account:
Team owners can add companies, people and deals to your Map My Customers account in bulk, you will need to run an import. You can start an import from the Universal (+) Button .
You can import spreadsheets from Excel or from your CRM. However, you will need to download this spreadsheet as a CSV file in order to import it into Map My Customers. For help downloading your spreadsheet as a CSV, refer to the Import Overview article.
2. Manual Input:
It is quick and easy to manually add Records on the web app.
To manually add a Record:
- Click on the "Universal (+) Button" on the navigation bar
- Click on the Record type you want to create
- Fill out the Record’s information within the fields. Required fields are marked with a red asterisk symbol (*)
- Scroll down and click “Save” at the bottom of the page
3. Lead Generation:
Our Lead Generation tool gives you the ability to identify new prospects and immediately pursue them as potential sales opportunities by adding them as Records. To learn more about Lead Generation, please visit this article.
Integration with CRMs such as Zoho, Hubspot, Salesforce or Microsoft Dynamics is one of our premiere features.
To learn more information about Integration options, please reach out to our sales team at email@example.com