1. Start by logging into the Dazos CRM. Once you're logged in, click on your Accounts module
2. From here. In the list view, click on the more button.
3. On the Top left of the screen, click on the selection called Import Related Contacts
4. Here. You will see. You can download a sample file to get your related contacts in the correct format. Go ahead and download
5. Once you have organized your CSV file based on that sample file. Choose your file.
6. Click save! You have successfully imported your Related contacts.
Tip: Make sure to always start with 2 or 3 records first to get used to the process and check the imported records within the accounts you have imported to ensure accuracy