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Take your contacts from leads to customers with Bloom’s extensive CRM. Keep track of interactions, invoices, and initiatives in building your client portal.
Export and Import Contacts
Whether you want to import contacts from your CSV file or export your existing contacts into a CSV file, getting that done inside Picr is extremely simple. To start, head over to the Contacts tab inside your portal and select the drop-down menus in the top right corner of the list. Select Import or Export depending on which direction you want to go. Inside the Import Contacts overlay, select the Upload y