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Adding Contacts

Monday, April 08, 2024

Adding Contacts

Both in a single and CSV format. 

Importing contacts in Bridger is a straightforward process. From your dashboard, navigate to the contacts tab. Once you're there, you have two simple ways to import contacts into the system.

One is by clicking the new contact button. Fill out all the information; please remember that there's an asterisk everywhere, which is a mandatory field when filling out a contract.

​We look for so many mandatory fields because if there's ever a conflict, duplicate, or match on a sales lead, it will be transferred right to your manager. If you're an agent, this information is critical to getting a prospect set up correctly, so please ensure you fill it out.

Once you fill out all of it, you will hit save. At that point, it will ask you if you want to upload an image of the individual, as you can see here with a few of the ones I've uploaded, or you can leave it blank, and it will look like these ones. The following way to get clients into the system is to upload a CSV file.

One is by clicking the new contact button. Fill out all the information; please remember that there's an asterisk everywhere, which is a mandatory field when filling out a contract.

​We look for so many mandatory fields because if there's ever a conflict, duplicate, or match on a sales lead, it will be transferred right to your manager. If you're an agent, this information is critical to getting a prospect set up correctly, so please ensure you fill it out.

Once you fill out all of it, you will hit save. At that point, it will ask you if you want to upload an image of the individual.

As you can see here, with a few of the ones I've uploaded, you can leave it blank, and it will look like these.

The following way to get clients into the system is to upload a CSV file.

Now, let's explore the second method of importing contacts: uploading a CSV file.

You can do this by clicking the 'upload' button. A sample CSV file is provided for your convenience.

When filling out the CSV file, copy and paste the information into the sample CSV Bridger provided you.

Please do not change any headlines or anything else besides prospects' information.

Fill out as many fields as you can. Once you complete them, hit choose file, upload, and it will immediately process your prospects into your system.

Again, I will reiterate that You should not change titles or headings inside the sample CSV file.

This will break the upload process.

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