AGS – ST – Custom Import – Agent Contact Logs

In this lesson, you will learn how to:

• Import agent communication history into TEAMS

• Understand how Agent Contact Logs support marketing and agent management

• Use the Agent Contact Log Excel guide to prepare your CSV file

• Follow mandatory field and date format rules

• Map Agent Contact Log columns to the correct TEAMS fields

• Upload and reuse import mappings for consistency

• Review success, warning, and error records after import

• Validate imported agent contact logs from the agent dashboard

This lesson ensures agent communication records remain accurate, complete, and accessible for follow-ups and reporting.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.