You can add multiple contacts at once to your CRM by importing a CSV file.
Click “CRM” and “Import” from your Dashboard.
From the Import screen, read the entire disclaimer.
If you agree, check the “I have read, understand…” box at the bottom.
Next, select Contact or Vendor as the upload type.
You may click the Upload button or drop a CSV file from your desktop.
You can select which file you want to upload from your computer.
Please make sure that it is a “.csv” file.
Then click “Open”.
On this page, you will match the fields from your CSV to the pre-existing fields in Total Brokerage.
You can choose which ones you want to add and which ones you do not need.
If a field is not matched, it will say “Do Not Import” as the default.
You can select which field you want it to match by clicking on the drop-down menu and making a selection.
Here you will be able to see the added field.
Managers can assign their CRM imports into a lead route.
To assign a lead route, click "Assign to -> Lead Route".
A dropdown window will appear, and you can then assign the CRM imports to your chosen lead route.
Managers are able to assign CRM imports to an agent if they choose.
Under the "Assign to" box, click the drop-down and select which agent the contacts need to be assigned to.
They are also able to assign the import to themselves, an agent, or a lead route.
The manager then chooses which account to assign the CRM imports to.
Once you’re done matching up the fields, you may also add an Additional Tag.
Adding an additional tag during a contact import is a great practice because it allows for quick identification and organization of those contacts later.
Click “Import” at the bottom.
Finally, you will receive a green confirmation message that your contacts have been imported.
