Getting Started With Sphere + Contacts

Getting Started with Sphere CRM

Sphere is our go-to system for managing contacts, listings, transactions, and timelines.

To load your contacts:

1. Download the “Sample CSV” here.

2. Add your contacts and include labels/categories to make them searchable later

   • View the full list of Sphere Categories + Labels  here.

To mass import your contacts, follow the steps below. If you are in the Inner Circle, your contacts will be loaded into Sphere for you once you have completed the CSV and categorized the contacts.

1. In Sphere, click “People” on the left sidebar

2. In the top right, click “Import”

3. Select “Import People”

4. Choose your completed CSV file

5. Click “Import from File”

6. Map every field (or choose “Ignore”) — all fields must be accounted for

7. Click “Complete Import”