Import clients from a spreadsheet
Upload a CSV; you see what will be added and what is a duplicate before anything is saved.
Who it is for
Every planAgency ownerAgency adminAgency realtorIndependent realtor
Where to find it
- Agency dashboard: Clients › + Add client › Import
- Realtor dashboard: Clients › + Add client › Import
How to do it
On + Add client, choose Import.
Pick the CSV file and check the preview.
Press Import. People already in your clients are skipped.
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.