Follow these steps to add new contacts to LoLo
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.
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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:
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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.