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How to Import Leads: CSV File

Updated over a year ago

You can import your leads using these methods:

  1. Follow Up Boss

  2. CSV

Note: Use our template to help you import using a CSV file.

Start here

  1. Log in to BrokerBlocks and click 'Import leads'

  2. Click 'Import from CSV file'


3. Click confirm on the next pop-up that appears.

4. Let us know which CRM system the CSV data is from.

5. Click to drag and drop your CSV file and Click ‘Import.’ The maximum file size limit is 10 mb.

Important: All leads must have an email address.

View Your Leads

After submitting, the page will reload, and you'll return to the dashboard. You can see all your leads, both buyers and sellers, listed in the Opportunities list on the left side of your screen.


Did we miss something?

Not to worry! Just email our support team at support@brokerblocks.com 💙

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