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Your Information
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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I am...
*
an Agent.
a Broker.
an ISA or Office Manager.
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Lead Information
File Upload
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Import Preferences
1. What is your preferred Lead Status for each contact?
*
My spreadsheet has my preferred Lead Status for each contact
Please import leads as...
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Lead Status
*
Sphere - People you know, that may or may not be interested in real estate.
Prospect - People you've met or obtained info on, that you want to convert into a lead.
New Lead - People who have signed up on your website or a 3rd party lead source.
Active Lead - People who are actively returning to your website to view properties.
Client - People you are actually working with. Doing paperwork, showing homes, etc.
Contract - People who are in the process of a transaction.
Closed - People you've closed a transaction with.
Archive - People you don't intend to communicate or do business with.
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2. Do you want to apply a hashtag to these leads? (We automatically hashtag imported leads for you to easily find. Example: import20180620-1)
*
No, I don't want to add an additional hashtag.
Yes, the hashtags are in my spreadsheet.
Yes, please add...
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Hashtag to tag all leads/contacts with:
*
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3. What deal type(s) would you like to put your leads in? (If no value is selected, the deal type will default to 'Buyer') - You may select more than one.
*
Buyer
Seller
Renter
Vendor
Agent
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Additional Information
Please enter any questions or comments below:
Remember! Please allow up to 3 business days for our Tech Team to complete your upload. (We'll email you a confirmation!)
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