How do I import contacts from my CRM?

First, make sure your CRM is integrated with MyRepChat and that you are signed in to your CRM.

1. Navigate to 'Contacts' on the left menu.

2. At bottom, click on 'Add Contact or Distribution List":

3.  Click on 'Import from CRM:

4.  In the 'Search here' field, start typing in the contact and results will dynamically appear.

5.  You will see a list of results. When you click on the person's name, they will be added into MyRepChat as a contact. Repeat this process to add more contacts. 

To ensure that messages will be uploaded back to your CRM, make sure the contacts have your CRM logo next to their names: