How to import your contacts into AGENTVIEW
Importing Contacts
The Import Contacts feature, enables you to bring in contacts from other CRM systems or Lead generating systems such as Zillow premier into AGENTVIEW. The import contact feature will automatically create contact profiles for every contact imported into the system.
To import contacts from 3rd party software
1. In your Contacts page click on the “Additional Options” button located on the top right hand side of your screen.
2. Once the drop down menu has expanded, click on “Import Contacts”
3. Before importing your contacts into AGENTVIEW, we require that your .CSV client information file be formatted as per the example below. Not doing so will result in an unsuccessful import.
Your .CSV file information needs to be formatted with the content in the following order.
Client First Name, Client Last Name, Home Contact Number, Cell Contact Number, Email Address, Address, City, State, Zip, Notes
Example:
4. Click on “Import Contacts” to begin the import process. Once the import is complete, you will be redirected to your Contacts page. Please verify that the leads you imported now exist.
For more informative articles and helpful resources, we encourage you to visit our support page. Our support page is a comprehensive hub of knowledge where you can find detailed guides, FAQs, troubleshooting tips, and other valuable information to assist you in getting the most out of our software.