How to upload an existing email / contact list to Coach Builder Pro

In this video, we will show you how to transfer a list from an old CRM or marketing software to Coach Builder Pro. If you have an email list or contact list on another platform and want to upload it to Coach Builder Pro, follow these steps. First, go to the contacts section in the side menu. Then, click on import contacts and upload the CSV file containing your contacts. You can make adjustments to the list and choose which information to import. Before uploading the file, refer to the instructional document for tips on structuring the CSV file.