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Organizing contacts in a CSV file before uploading saves time in tagging, segmentation, and custom fields. Open the CSV file, copy and paste contacts, ensure each column has a description, separate first name and last name columns for personalized communication. Add a tag column with comma-separated tags like buyer, seller, past clients. Lyon Desk allows up to 26 columns from A to Z, including first name, last name, email, cell phone, hotness, and source of contact (e.g., Zillow). Clean and organize the CSV file before uploading contacts, covered in a separate tutorial.
