How do I export contacts from another system to OfferBolt?
Exporting Leads and Uploading to Offerbolt: A Step-by-Step Guide
Introduction
Export leads from the system and upload directly into Offerbolt by visiting contacts page and clicking upload icon.
Pre-Selects
Include basic information like name.
Additional fields: full address, APN, bathrooms, bedrooms.
Suggestions for Fields
Legal description, APN, property information.
Check off all relevant fields for the contact and property.
Importance of Tags
Tags transfer back into Offerable.
Use tags like wrong number or DNC for automatic categorization.
Final Steps
Check off all necessary fields.
Select all records if needed.
Hit the export button to complete the process.