Metrilo

This article explains how you can import a CSV file with customer leads to your customer database in Metrilo

How to import a CSV file with leads into your customer database

Murry

Dimira Teneva

Alex Dramkin

Everything you need to know for an awesome start with Metrilo

Getting Started with Metrilo

First steps with Metrilo

How to import previous orders and customers to Metrilo?

Verify the historical import into Metrilo

Set up your order statuses

Invite your team to Metrilo

Setting up a custom domain with Metrilo

Setting up a GoDaddy custom domain with Metrilo

How to export reports from Metrilo in CSV format?

How to use the “Dashboard”

Day 1 with Metrilo

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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