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Importing Contacts

Realty Executives has made it simple to import .CSV files into the contact manager.  You can import as many contacts as you wish, and arrange them in groups!

To get started, click on CRM >> Contact Manager.  

 

STEP 1: PREPARE YOUR .CSV FILE 

Most 3rd party contact managers will allow users to export their contacts into .csv format.  This is the format that PrimeAgent requires when importing contacts.  Prior to attempting to import your contacts, review your .csv file.

Your file should contain the following:

1) a header row (meaning row 1 should contain titles for your columns)

2) a name, phone number, or email address (preferably all)

Your file should not contain:

1) blank columns in between columns with data

2) blank rows

 

STEP 2: IMPORT CONTACTS

Review pages 2-4 of the Contact Manager (attached at the bottom of the page) for step-by-step instructions on importing your contacts.

 

 

Watch the Demo on Importing, Managing, and Grouping Contacts!

 

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