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organizing your contacts in a CSV file before uploading will save you time in tagging segmentation and custom field entry first open a CSV file next copy and paste your desired contacts note that Lyon desk allows you to upload 1000 contacts at a time an important step is to make sure each column has a description in the first row for example first name last name etc just as important is that each contact has a first name column separate from their last name this allows you to send personalized communication using just their first name next add a column for tags enter as many tags as you like separated by a comma most common tags include buyer-seller past clients Lyon desk allows you to upload up to 26 columns in a CSV file this is a through Z the most common columns include first name last name email cell phone number hotness tag and source of contact for example Zillow once your CSV file is clean and organized youamp;#39;re ready to upload your contacts which is covered in a
