Upload a large list of leads in minutes with the Bulk Import tool. This list of contacts should include a collection of names, emails, phone numbers, and any additional information you would need to communicate with your leads effectively!
Real Geeks Recommendation
Because 82% of real estate sales result from referrals, we recommend uploading a list of friends, family, past clients to give them access to your website.
This makes it easier to share your resources and see free referral leads hitting the website.
- CSV or EXCEL spreadsheet list of lead contact information
Click Here to download our free lead import template to help you follow the proper format of your database.
Steps to Import Leads
- Visit the Bulk Import Tool
- Click Choose File, then select the lead file from Real Geeks
- Select Upload
- Apply your Default Values. Click Here to learn about your Import Options
- Click Next
- Click Start Import
- Using the dropdown menu above every column, "match" your lead's contact information to the similar field in the CRM. Click Save to submit your match.
- Repeat until all columns have been assigned a field in Real Geeks
- Example: your lead's phone numbers should appear under the Phone field in the CRM so you can call or text clients.
Columns in Red are unmatched and will not be imported. Click Save after matching to import your data!
- After matching your columns, click Review Changes
- Select Start Import
Mark Leads as New?
Identify leads that still need communication after being added to Real Geeks.
Attempting any form of communication (Text Message, Email, or Creating a Follow-up) will automatically clear this "new lead" flag, helping you engage leads that need it most!
|New Leads are identified with a yellow box in your lead's profile|
Add follow-ups for important dates
Create scheduled follow up events for important dates in a lead's life. Reach out to leads on their Birthdays, Anniversaries, or Home Purchase dates to let them know you're thinking of them!
Identifies where the lead originated from.
Leads from another CRM will use their original sources. Leads that do not have a source selected can be assigned a source from the provided drop-down menu
Assign the leads being uploaded to a specific Agent in the CRM.
The leads will only be visible to this Agent (unless the Agent is provided with permission to view more leads)
Assign the leads being uploaded to a specific lender in the CRM.
The leads will only be visible to this Lender (unless the Lender is provided with permission to view more leads)
Send Welcome Email
Only available after your website has received MLS approval and your website is live. This means your primary domain name has been officially connected to your Real Geeks website.
Deliver a custom "welcome" email to engage your leads as they are created with an account in your CRM.
Post-Import Status Review
After completing the import process, it's important to review the results of your import for errors.
We will provide a special spreadsheet that details the leads that were not uploaded, with a message that explains why the lead was rejected during the import process.
Click Results to view the spreadsheet of rejected leads. Use this file to resolve the mistakes, then perform a new import of leads with their corrected information.
Lead Import Error List
User with role 'Agent' not found
The Primary agent assigned to a specific lead is not yet a User in the CRM. Click Here to add your agent to the CRM, then attempt to re-upload your lead
Phone is too short (minimum is 8 characters)
The phone number must be a valid format with a minimum of 8 numbers to dictate an actual phone number.
This error appears when a lead’s phone number is too short in your lead import file
Email Please enter a valid Email
The email added does not follow the standard email format.
Email A lead with that Email already exists
Real Geek's method of preventing duplicate leads in the system.
If you see this message, then the lead has been previously imported with that same email address already.
Confirm if the lead has been uploaded to your CRM first, but these can generally be deleted to prevent duplicate leads in your system