guide classification Customer Classification in CRM Export File

Within LMN's CRM, you have the ability to download a Sample Import File. This Sample Import File is a spreadsheet used to mass import your clients and their information into your LMN system (keep in mind if you are using QuickBooks Desktop or Online, LMN can auto-import your customers from QB into LMN).

You have the ability to assign a customer classification in the spreadsheet. Upon upload, this will allow you attribute a customer Classification within LMN's CRM. In LMN, you can classify a customer by the following:

  • Residential
  • Commerical
  • Government
  • Other

Here's how Classification looks in LMN under CRM > Contacts > Click and open any Contact:

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As an example of what the Classification column looks like in the Sample Import Sheet:

Classification.png

The top column is named Classification and the cell box with 'Valid Values...' explains how you can classify the client's in bulk prior to uploading to LMN's CRM. For example:

  • R, Res, or Residential will add a 'Residential' 'Classification' to your contact in LMN's CRM
  • C, Com, or Commerical will add a 'Commercial' 'Classification' to your contact in LMN's CRM
  • G, Gov, or Government will add a 'Commercial' 'Classification' to your contact in LMN's CRM

Remember, included in your subscription is access to our support team. If needed, please contact us by using LMN's Live Chat or by calling 1-(888)-347-9864

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