Articles on: CRM

Import from Iphone

Simply export your iPhone contacts by logging into your iCloud account.

On your phone, enable your iCloud on your iPhone or just double-check that contacts are already being synced with iCloud
On your computer, open a new browser page and navigate to the following address
Log into your iCloud account
Click into the contacts icon where you should then see all of your contacts from your phone
Click on the first contact's name and then Ctrl+A which should select ALL contacts
Click the gear icon on the lower left side of the page and select Export vCard
Your contacts are ready to be imported into InvestGlass.

Updated on: 12/07/2022