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CREbuilder

Step-by-step tutorial

Set up CRM and import contacts

Import usable contacts and confirm their ownership, fields, and company links.

For CRM users and team administrators · 5 lessons (4 required)

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CRM Contacts list with people, their companies and contact details.
Imported and added contacts land in one searchable list, ready for follow-up.

Before you start

  • Access to CRM in your account.
  • A CSV file of contacts you are authorized to manage.

Your lessons

Work through the lessons in order. Skip an optional lesson when it doesn't apply to your property.

  1. Orient the workspace

    Required

    Understand records, navigation, scope, and ownership.

    Read guide25 to 35 minutes for first setup, then 10 to 20 minutes per daily review

  2. Prepare and run the import

    Required

    Map the current CRM CSV fields, preview every outcome, and commit safe rows.

    Read guide20 to 45 minutes, depending on file cleanup

  3. Resolve import exceptions

    Required

    Repair quarantined rows, manage conflicts, and use safe undo only when it remains reversible.

    Read guide15 to 45 minutes, depending on unresolved rows

  4. Verify the resulting contacts

    Required

    Confirm ownership, company links, tags, and the intended contact view.

    Read guide10 to 20 minutes

  5. Add requirements

    Optional

    Turn usable records into relevant property matching.

    When to use this lesson: Continue here when you want to match contact requirements to properties.

    Read guide10 to 20 minutes per contact

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