Buyer Data Overview

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Reminder! Uploading Company/Buyer Data is OPTIONAL. New contacts you receive from the show can be seen/managed under Contacts>Connection Requests.

Uploading your buyers to your portal will trigger an invitation email to the buyers so make sure you are ready to share your account with your buyers.

This template allows you to link buyers to their respective companies, control which of your sales reps are assigned to each buyer, and store contact information for your buyers.

Uploading the Buyer Data template is the last step of the Onboarding process. When this file is uploaded, you will be officially launching your portal!

Download the Buyer Data Template