SI Lead Manager v7

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Property Leads – How to Import an Excel File

Version of SILM

7.0 and higher

About

If you have many Property Leads to enter into the system you may put them into an excel spreadsheet and import them into SI Lead Manager v7 all at the same time.

This is also handy if you have more then just a contact and an address. ┬áThe import function can handle the following information…

  • Full Property Info
  • Multiple Contacts
  • Notes
  • Liens

There are some restrictions to the import process. ┬áThese include…

  • Zip codes must be accurate
  • State Codes must be accurate

How To Video

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