Related Links

Video Applies To

Spectra Series:
 
+ Product Information

 

Video Information

Reference #: SPTV 6-201
Created: 01.31.14
Last Revised:01.31.14

Marketing: Importing Clients


Use the Client Import Wizard to easily import a list of clients or prospects into Spectra.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra than you have installed. Don't worry! The video will still give you a great overview of this feature and the Help menu in Spectra always matches the version you have installed. You can easily print a single topic or chapter to use as notes.

 

Additional Information

» Next video - "Marketing: Adding and Removing Clients from a Group"
» Spectra Training Checklist
» Spectra User Guide