3. Have a List of Contacts That You Want in Our System

If you have a list of contacts/ past clients/leads that you would like to be imported into our system, simply send us the list and we will import it for you. Support's email address is [e-mail]

If you'd like to perform the import yourself, you can refer to THIS ARTICLE.

Sample CSV you can utilize: 

https://docs.google.com/spreadsheets/d/1fRQCrmcVF9Vt-GvGMtwG6N-oHZqyCvgcfVsdsaf5CYs/edit?usp=sharing&fbclid=IwAR3dLc9-lxZjuhrh5pSzI3MmWqc5gr5BeqTYcek-xNZZg6QxAddPSPBydcw

Column Headers

In order to for the import to go smoothly, we will need to following column headers in your CSV file.

Address
Buying Areas
Buying Bathrooms
Buying Bedrooms
Buying City
Buying Construction Type
Buying Garage Type
Buying Mortgage
Buying Price Range
Buying Property Type
Buying Rents
Buying Timeline
City
Company Name
Date Of Birth
Description
Email Address
First Name
Full Name
Home Phone Number
Last Name
Lead Type
Notes
Phone Number
PostalCode
Province
Rating
Salutation
Selling Address
Selling Basement
Selling Bathrooms
Selling Bedrooms
Selling City
Selling Lead Is
Selling Listing Status
Selling Parking
Selling Postal Code
Selling Price Range
Selling Property Condition
Selling Property Type
Selling Timeline
Source
Status
Tag
Title
Website
Wedding Anniversary
Work Phone Number