Import Request
This is a request form for Agency MVP to import a spreadsheet for you. If you would like to apply a workflow to this import, please answer ALL questions regarding workflows. The workflow must already be created. If you have questions or need assistance creating a workflow, please email support@agencymvp.com.
Name of Person Submitting Request
*
First Name
Last Name
Email
*
example@example.com
Agency Owner Name (If different)
First Name
Last Name
Is this a Leads or Customers import?
*
Leads
Customer
Which staff member(s) should be the owner of all Leads on this import? (If multiple names listed, the import will be split evenly amongst listed staff members)
*
Staff member(s) first & last name
What Lead Source should be applied to all Leads on this import?
*
Please Select
Call In
Cold Call
Customer Import
Event
Internet Lead
Referral
Social Media
What Marketing Source should be applied to all Leads on this import?
*
Note: Please type the Marketing Source exactly how you would like it to appear in your MVP account.
Would you like a column to go to the Important Notes box? If yes, what column?
Do you want to mass assign a workflow to all households on this import?
*
Yes
No
Do you have a column with Text Consent listed on your form?
Yes
No
If yes, what column?
Note: This is required to apply a workflow to this import. Agency MVP cannot create or edit this column for you.
Do you verify that you : 1. Have received any required consent, including any required written consent, to text any numbers for which you have entered TRUE or YES in the column which you have entered for "Has Text Consent". 2. Have not been notified that these customers revoked consent or that the numbers have been reassigned and 3. Will comply with all laws regarding business calls, including texts to wireless numbers?
Please Select
Yes
No
Note: This is required to mass assign a workflow to all households on this spreadsheet.
What workflow would you like mass assigned to all households on this import?
Note: The workflow MUST be created prior to importing this list. For assistance, please contact Support.
Please attach the file you would like imported. (If your file has renewal dates, please specify whether home or auto)
*
Browse Files
Drag and drop files here
Choose a file
Note: Our team can reformat this spreadsheet, however, we cannot alter the "Has Text Consent" column.
Cancel
of
Submit
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