Skip to main content
All CollectionsGetting StartedProspects
🔮Cracking the Code of CSV Updates in Saleshandy: Elevate Your Prospect Game!
🔮Cracking the Code of CSV Updates in Saleshandy: Elevate Your Prospect Game!

How do the options update missing fields, overwrite, and skip existing prospects work after importing a CSV file of prospects?

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Ready to unravel the magic behind those options after importing a CSV file of prospects in Saleshandy? 📊📧 Let's break it down like a friendly chat over coffee.

So, picture this: you've got this awesome CSV file filled with your prospects' details, and you're all set to kick-start your sales journey. But what if you need to tweak some things or add more oomph to your list? That's where these three actions come into play.

Actions to Perform

1️⃣ Update Missing Fields ✨

Think of this like giving your prospect list a makeover. If there were blank spots in your previously uploaded CSV file, Saleshandy's got your back. Selecting this option fills in those blanks with fresh, new details. It's like giving your prospects a stylish upgrade!

2️⃣ Overwrite 🚀

Imagine you've got a fresh canvas – this option is like painting a brand-new masterpiece! If you want to replace the old values with shiny new ones completely, this is your go-to. It's like giving your prospect list a complete makeover with the latest and greatest info!

3️⃣ Skip Existing Prospects 🚫

Sometimes, change isn't necessary for everyone. If you've already got a bunch of prospects who are happily dancing to your sales tune, this option keeps them grooving just the way they are. Plus, it adds any new prospects you've brought to the party. It's like inviting new friends to a happening gathering while keeping the old pals happy!

So, whether you're sprucing up, revolutionizing, or keeping things cozy, Saleshandy's got options that fit your style, remember, it's all about making prospect management as smooth as a well-choreographed dance routine. 👯‍♂️

Mission accomplished; you've successfully performed actions after importing CSV. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

Did this answer your question?