This guide provides precise instructions for importing comments into the Referral Sources section of your Dazos CRM. Efficiently adding comments in bulk can significantly enhance record completeness, improve communication regarding referral interactions, and streamline data updates. By following these steps, you will ensure that all relevant referral comments are accurately integrated into your system, contributing to better data management and informed decision-making.
1. Access Dazos: Navigate to your Dazos login page.
2. Access Referral Sources: From the left modules' menu, click "Referral Sources."
3. Click "More" Drop-down: Click the drop-down menu labeled "More."
4. Select "Import Comments": Choose the "Import Comments" option from the menu.
5. Finish following the steps from the subsequent menu.