Import Leads/Clients From Excel Sheet & CSV Files

Introduction

You can import bulk leads easily on REM! Managing your real estate leads has never been more efficient, with customizable fields to fit your needs. Whether you’re managing contact information or specific property details, you can add any custom fields you require.

Here’s a video about how to Import Leads in REM

How to Use the New Import Leads Feature:

• Click on Leads from the Leads Management section.

• Click on Import Leads—the leads import page will open.

1. Set Up Your Excel File for Import

You have two options for setting up your file:

• Option 1: Set up your own Excel sheet with the first two fields as contact_name and mobile, and leave the rest of the fields as needed.
• Option 2: Download and use the sample file for importing leads.

• The system fields in the file include two required fields: contact_name and mobile. All other fields are optional.
• The data for system fields will be added automatically according to the system’s predefined structure.
• You can also add your own custom fields in column with value in the sample.
• Any keys that are not part of the system fields will be added to the notes with their values.

2. Import Your Leads

• Select the Lead Source from the dropdown menus.

• Set the Lead Status from the dropdown menus.

• Upload your leads Excel file.

• Finally, click on the Import button.
• Your leads will be Imported successfully!

• To view the imported leads, click on Leads and then select View Imported Leads.

• The extra fields are added inside the Notes.