How to import contacts into Hive
Access contacts and manage tags
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- Go to the Contacts section from the sidebar
- Click on Manage Tags to create new tags
- Example tags: “Realtor”, “Agent”, “Client”
Import client contacts from CSV
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- Click on Import CSV
- If importing from Spectora, select Client
- Drop the client CSV file into the designated area
- Note: This process may take a few minutes as images are downloaded and uploaded
Import realtor contacts from CSV
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- After importing clients, you can cancel your previous subscription
- Repeat the import process for Realtors:
- Select Realtor and drop the corresponding CSV file
Import contacts from other companies
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- You can import contacts from other software like ISN, HIP, and Homegauge
- If your software isn’t listed, contact support via the chat bubble and send your CSV file
Create multiple tags for contacts
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- You can create multiple tags for different Realtors:
- Examples: “First-time Realtor”, “Regular Realtor”, “Tiered Realtors”
Update existing contacts
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- Go to an existing contact to update their information
- Assign tags to the contact by selecting the appropriate tag
- Optionally, add a profile photo for the contact
Utilize photos for marketing
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- Including Realtor photos in reports is a good marketing strategy
- Ensure to add photos whenever possible
Next step
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