This helpdesk document guides users through importing existing contacts into FirstQuadrant by segmenting them into active and inactive categories. It outlines why contact imports are essential for AI-driven automation, explains how to prepare CSV files, and details each step of the import process. It also provides best practices for configuring import schedules and conserving AI credits, ensuring FirstQuadrant can effectively take over sales follow-ups and reactivation efforts. of your new file.
FirstQuadrant only processes and reasons about emails related to contacts that are stored in its database. Without imported contacts, FirstQuadrant will ignore relevant communication in your inbox and miss opportunities to drive your sales pipeline forward.
To make full use of FirstQuadrant’s automation, you should first import your existing contacts by segmenting them into two buckets:
These are people you are currently engaged with. This includes:
If you’re using a CRM, these contacts usually have open deals associated with them. If you’re not using a CRM, look at your inbox or spreadsheets.
These are older leads or prospects you’re not actively speaking to but have engaged with in the past. While there’s no immediate follow-up required, you’ll want to re-engage them over time through FirstQuadrant’s nurturing workflows.
Info: Check out the import article for a more detailed explanation and step-by-step instructions
By segmenting contacts and importing them thoughtfully, you enable FirstQuadrant to act intelligently and continuously drive value throughout your sales cycle.