You can import your leads using these methods:
Follow Up Boss
CSV
Note: Use our template to help you import using a CSV file.
Start here
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 💙