Client lists and contact imports

Overview

Use the mobile app to find individual clients, manage client lists, and review contact imports for your selected outfitter. These workflows have native screens; opening Dashboard in WebView is not required for every client-list task.

Find and review clients

Open Clients, search for a person, and inspect the matching record before acting. Check contact details, booking or lead history, and available notes or communication history. When several people match, select the correct record rather than guessing.

Work with client lists

Open Client Lists and select a list to review its members and details. Manual lists and filtered or system lists have different controls: use the actions offered for the selected list. Verify the membership after changing a list, and review the audience before starting outreach.

Review import progress

Open Contact Imports to see import jobs. Use New Import to start the import flow, or open an existing job to inspect its progress. Check final counts and row errors before deciding whether anything needs to be retried.

Import contacts with Susie

Attach a CSV or XLSX contact spreadsheet and ask Susie to prepare an import. Preparation analyzes the file and produces a review plan; it does not import contacts immediately.

Review the proposed column mappings, custom properties, contact-list suggestions, warnings, and skipped-row counts. Correct ambiguous mappings and choose which suggestions to use. Confirm the prepared plan in a later step when it is correct; do not treat preparation as completion.

After execution starts, inspect the import's progress and final counts, review row errors or skipped records, and check representative contacts and lists. Do not repeatedly resubmit a file just because processing has started but has not finished. Check the reported handling of existing contacts rather than assuming every row creates a new person.