Import Contacts

Access Contacts and Manage Tags — 0:00

• 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 — 0:25

• 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 — 0:46

• 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 — 1:04

• 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 — 1:19

• You can create multiple tags for different Realtors:
  • Examples: “First-time Realtor”, “Regular Realtor”, “Tiered Realtors”

Update Existing Contacts — 1:36

• 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 — 1:55

• Including Realtor photos in reports is a good marketing strategy
• Ensure to add photos whenever possible