Adding Your Contacts

Follow these steps to add contacts to your account.

Inside your LoLo account, click on the “Contacts” tab.

You have two options for adding contacts:

Choose the "Import” button to bulk add a list of contacts

• Check out our step by step guide to prepping your file and importing you contacts here.

• First, you'll prep your file for import, including adding the proper headers and filling in the contact info. If you include a zip code for each contact LoLo will match them to the closes gift area (within 30 miles). Otherwise you can include a zone name, or set the gift area after import.

• Once your file is ready, you'll follow the steps on screen to import it.
• Take it step by step with our handy guide: Prepping Your Contacts for Import

OR:

To add contacts one at a time, choose the blue button with a person and plus sign: 

• You’ll manually add their name, email and/or mobile number, zip code and select their gift area

You may have a third option: CRM sync

If your enterprise partner (brokerage) had partnered with LoLo to set up a CRM sync, you may be able to add your contacts to groups or tag your contacts to automatically sync them to LoLo. Learn more about CRM integrations here.