FOR THE SALES REP
On this page, you’ll find advanced instructions for importing data into Routzy. Procedures for importing an existing items and services list or for importing contacts from another CRM application appear below. For basic instructions on importing your iPad contacts, reference the Getting Started tutorial on our tutorials page.
Importing your existing items and services into Routzy can save your sales team hours of setup when implementing Routzy.
If you’ve been using another CRM app to help manage your sales contacts, you can switch to Routzy without losing all the data you’ve accumulated over the years.
Need help? Contact support at firstname.lastname@example.org.