Saturday, May 30, 2020
Relationship Management Getting Multiple Contacts Into JibberJobber
Relationship Management Getting Multiple Contacts Into JibberJobber Yesterday I did some research on a company that should acquire JibberJobber. Im not in talks with them, yet, but if it happens, I want to know who Ill be talking to. I went into LinkedIn and did a search on the company, narrowing it down to executive titles. I opened up six LinkedIn Profiles that I want to keep track of. I was going to put them all into JibberJobber today, one by one. But then I thought it would be faster to import them. So I did First, I created a very simple spreadsheet. Note the first row: In the first row, each column starts with what Im putting below. First Name, Last Name, Title, etc. Then, I saved it as a CSV. That is critical! Then, when I imported this very small spreadsheet, in the last column, I chose which company to associate them to from this dropdown: And then, just to double-check, I went to the company page and they were all there beautiful! I could have taken extra time to hand-enter them into JibberJobber one-by-one, but instead I opted to create a simple spreadsheet and enter them all in at once. Easy! This is a premium feature. $9.95/month Relationship Management Getting Multiple Contacts Into JibberJobber Yesterday I did some research on a company that should acquire JibberJobber. Im not in talks with them, yet, but if it happens, I want to know who Ill be talking to. I went into LinkedIn and did a search on the company, narrowing it down to executive titles. I opened up six LinkedIn Profiles that I want to keep track of. I was going to put them all into JibberJobber today, one by one. But then I thought it would be faster to import them. So I did First, I created a very simple spreadsheet. Note the first row: In the first row, each column starts with what Im putting below. First Name, Last Name, Title, etc. Then, I saved it as a CSV. That is critical! Then, when I imported this very small spreadsheet, in the last column, I chose which company to associate them to from this dropdown: And then, just to double-check, I went to the company page and they were all there beautiful! I could have taken extra time to hand-enter them into JibberJobber one-by-one, but instead I opted to create a simple spreadsheet and enter them all in at once. Easy! This is a premium feature. $9.95/month
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.