Overview
Your contacts are the fuel that feeds your business. Once you have contacts in the system you’ll be able to start focusing on high impact activities like marketing your brand, building relationships and staying top of mind with your contacts.
To view the entire Import & Export help article, click here.
Let Us Handle It
The easiest and surest way to get all of your leads into your CRM correctly is to contact the Lead Configuration and Import Specialists (LCS) to take advantage of this free and convenient service.
Before submitting your request, click here to review the Prepping Your List help desk article.
Lead Import Request Form
To utilize the service please proceed to the online form located here. Your request will be processed when you follow the steps in the online form. Please read the instructions carefully and watch the short video below for an overview of the process.
If you have questions or issues, please book an appointment to speak with an LCS representative. We will be happy to assist you in ensuring the most accurate import of your lead database as possible.
Please Note: If you would like Smart Campaigns to be automatically assigned to your imported contacts, you will have to use this option. The bulk import tool on its own will not automatically assign campaigns to your contacts if you use it yourself.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!