Locate Records Created from the Contact Importer

Top Echelon Recruiting Software’s Contact Importer gives you the ability to import spreadsheets and create new records for People, Companies, or a combination of the two. Once a Contact Import is complete, you can easily access all of your newly created records in a Hotlist or Pipeline.

To locate records created from the Contact Importer:

  • Expand the Sidebar in the top right corner of the software and click on the Settings icon 
  • Click to expand the Data Management section and then select Contact Importer

  • From the Contact Import page, locate the import you wish to view
  • Click on the corresponding Add to Hotlist or Add to Pipeline link to the right of the corresponding count you wish to review

  • The Manage Hotlist or Manage Pipeline window will open which allows you to select the appropriate list
  • Click the Save button when complete

Click here to learn more about managing Hotlists

Click here to learn more about managing Pipelines