Lead and Partner Importation
A key feature within The Mortgage Map CRM is the option to import a lead or partner database instead of individually entering each contact.
To import a lead list, click on the Leads tab in the navigation bar. From there, click on the drop down menu attached to the Create Lead button.
Once in the Import Leads dashboard, you can import up to 5000 records through an .xls, .xlsx, .vcf or .csv file.
Once the import is complete, you can verify new leads/partners to fully integrate them into the system.
To input partners, the process is the exact same as importing leads. Simply go to the Partners tab and follow the instructions above.
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