Overview
Whether you are importing your own list through the bulk import tool or submitting it to our lead configuration team there are some things you should know to make the process go as smoothly as possible when you are prepping your list for import.
For an in-depth look at importing contacts, click here.
How to Organize Your Contacts
Use the information below to easily organize your CRM for automated nurturing and quick filtering.
Contact Statuses
'Contact Status' refers to where the contact is in your pipeline. They are great indicators of what stage a contact is in and what they need from you as a real estate agent.
There are 8 statuses available in your account:
Sphere
Prospect
New Lead
Active Lead
Client
Contract
Closed
Archived
To learn more about when to use specific contact statuses, click here.
Lead Types
'Lead Type' refers to the type of contact that you are working with regardless of where they are in the buying/selling process.
There are 5 types available:
Buyer
Seller
Renter
Vendor
Agent
To learn more about when to use specific lead types, click here.
Hashtags
Hashtags are used to organize your contact list for quick filtering and communication, trigger one or more additional actions within your account, and more.
To learn more about hashtags, click here.
Source
The source is the high-level view of where the contact came from. This can be adding them manually, organically finding your site, from an advertisement, and more.
To learn more about contact sources, click here.
Provide Accurate Data
Name
Uploading a correct First and Last Name makes your automation seamless when using merge tags to personalize lead communication.
Email is the primary method for lead communication. While you can import without it, it's a must-have if you want deliverability of Search Alerts, Valuations, Market Reports, and Campaigns.
Cell Phone
A cell phone number powers your account's texting features. It's the most efficient form of communication because leads respond to texts at a higher rate than
emails.
To learn more about Text Deliverability, click here.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
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