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00 systems exports

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Transcript

  • 1. MORNING EXPORTS AND IMPORTS
  • 2. LOG INTO BOOMTOWN Use the URL Page found in the 06 office files folder for the e-mail address and password
  • 3. BOOMTOWN EXPORT
  • 4. BOOMTOWN EXPORT Select Export Leads and choose the export since last export.
  • 5. BOOMTOWN EXPORT Choose Save and ensure it saves to the desired folder as a CSV file Labeled with the date, i.e. 10 11 15 BT Imp.
  • 6. BOOMTOWN EXPORT Keep Columns labeled First name Last name Day Phone E-mail Address Status Agent Source
  • 7. LOG ONTO ARCH Use the URL page to get the username and password.
  • 8. ARCH EXPORT Choose the Reports Tab
  • 9. ARCH Choose Powerline link
  • 10. ARCH •Choose the correct from date using the calendar. •Check boxes for New leads only and Download. •Then Get Report button
  • 11. ARCH Keep only the following columns Date/Time Calling Number City/State Extension Name and Address Save as 10 11 15 Arch Imp
  • 12. LOG ONTO RED X
  • 13. RED X Select Import All then RedX FSBO
  • 14. RED X FSBO’s will automatically download. Go through and delete contacts: Out of the area Under 100,000 Commercial Land
  • 15. LOG INTO FLEX MLS Use URL page for the login and password.
  • 16. FLEX MLS EXPORT Choose Hot Sheet
  • 17. FLEX MLS EXPORT
  • 18. FLEX MLS EXPORT Choose Export
  • 19. FLEX MLS EXPORT Enter the code shown. Hold down the Ctrl button while you choose export until the save option is available
  • 20. RED X MLS IMP Select import all then Manually import MLS
  • 21. RED X MLS IMPORT Ensure you always choose the CSV format.
  • 22. RED X Review each of the folders outlined for leads that are: In the Redding/ Anderson/ Cottonwood area. Over 100,000 Residential With matching tax information
  • 23. Choose the leads you want to export Right click and choose Export listing to file Enter the name and date of the document and save in the desired folder
  • 24. LOG INTO PHONE BURNER Use the URL page for the username and password.
  • 25. PHONE BURNER IMPORTS Choose the contacts tab then import contacts
  • 26. PHONE BURNER IMPORTS •Label the description tag with the name of system imported from and the date, i. e. •Arch 11/16 •Choose the document using the browse button •Check the terms and agreement button
  • 27. PHONE BURNER IMPORTS Choose appropriate system from pull down list and choose next.
  • 28. PHONE BURNER IMPORTS •Ensure all the fields match •Uncheck the box if it is checked. •Choose the appropriate template for the import
  • 29. PHONE BURNER IMPORTS The Status will show if the import was successful.
  • 30. THE END  Call me if you need anything  209-2169