Importing/Updating New Contacts/Opportunities 👥 📂

Standard Operating Procedure for Importing Contacts

Objective

This SOP outlines the steps for importing contacts into the CRM system, ensuring proper data handling and workflow management for the Dispo team.

Key Steps

Step 1: Understand the Importance of Fields 0:17

• Recognize that importing contacts is crucial for the Dispo team, especially for bulk emails and texts.
• Understand that seller data imports are rare and usually involve migration from another CRM.

Step 2: Prepare CSV Files 1:02

• Use provided CSV templates for importing leads.
• Ensure the following fields are included:
  • First Name
  • Last Name
  • Phone or Email (at least one is required)
  • Notes (optional)
  • Preferred City, State, Zip, County (for buyers)
  • Buyer Source (e.g., campaign name and date)
  • Buyer Role (e.g., cash buyer, wholesaler, realtor, investor)
  • Tags (ensure to copy the tag down for all entries)

Cautionary Notes

• Ensure that the fields for source, role, and tags are filled correctly to avoid workflow mishaps.
• Be cautious when choosing between 'Create Contacts' and 'Create and Update' options during import to prevent data loss.

Tips for Efficiency

• Always use the provided CSV templates to ensure all necessary fields are included.
• When adding tags, separate them with commas to include multiple tags for a contact.
• Be patient after starting the bulk import; allow time for the system to process the data.

Link to Loom

https://loom.com/share/ba3fb9ac271b47c9bbd9fcfc95e85fda

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