00 systems exports

541 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
541
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
2
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

00 systems exports

  1. 1. MORNING EXPORTS AND IMPORTS
  2. 2. LOG INTO BOOMTOWN Use the URL Page found in the 06 office files folder for the e-mail address and password
  3. 3. BOOMTOWN EXPORT
  4. 4. BOOMTOWN EXPORT Select Export Leads and choose the export since last export.
  5. 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. 6. BOOMTOWN EXPORT Keep Columns labeled First name Last name Day Phone E-mail Address Status Agent Source
  7. 7. LOG ONTO ARCH Use the URL page to get the username and password.
  8. 8. ARCH EXPORT Choose the Reports Tab
  9. 9. ARCH Choose Powerline link
  10. 10. ARCH •Choose the correct from date using the calendar. •Check boxes for New leads only and Download. •Then Get Report button
  11. 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. 12. LOG ONTO RED X
  13. 13. RED X Select Import All then RedX FSBO
  14. 14. RED X FSBO’s will automatically download. Go through and delete contacts: Out of the area Under 100,000 Commercial Land
  15. 15. LOG INTO FLEX MLS Use URL page for the login and password.
  16. 16. FLEX MLS EXPORT Choose Hot Sheet
  17. 17. FLEX MLS EXPORT
  18. 18. FLEX MLS EXPORT Choose Export
  19. 19. FLEX MLS EXPORT Enter the code shown. Hold down the Ctrl button while you choose export until the save option is available
  20. 20. RED X MLS IMP Select import all then Manually import MLS
  21. 21. RED X MLS IMPORT Ensure you always choose the CSV format.
  22. 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. 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. 24. LOG INTO PHONE BURNER Use the URL page for the username and password.
  25. 25. PHONE BURNER IMPORTS Choose the contacts tab then import contacts
  26. 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. 27. PHONE BURNER IMPORTS Choose appropriate system from pull down list and choose next.
  28. 28. PHONE BURNER IMPORTS •Ensure all the fields match •Uncheck the box if it is checked. •Choose the appropriate template for the import
  29. 29. PHONE BURNER IMPORTS The Status will show if the import was successful.
  30. 30. THE END  Call me if you need anything  209-2169

×