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Welcome to Coconut CRM.
To get started, import all your contacts.
🪄 Lead source was adjusted. Lead source was
uploaded with abbreviations for each platform. These were
renamed to align with our system.
🪄 Full name was split. Full name was split into
first and last name to align with our system.
✅ You rock! All of your contacts were imported
and transformed to look exactly like our system needs it.
Josie 🌴
Just now
🪄
If you get stuck, we're here to help. Just close the
importer, send us a message, and later on you can pick up
right where you left off.
Josie 🌴
Just now
😰 Is your data messy? Don't fret.
We built a template behind the scenes. It will correct 90% of
your data formats for things like dates, emails, and more.
Josie 🌴
Just now
🎉 Welcome! We're so glad you're here.
Without your data, we can't do much. So, let's get started!