Import tools and methods for adding contacts to an account

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MarketerL52338
Rookie
0 Votes

How does a realtor add other local real estate agent's contact to an account?

1 ACCEPTED SOLUTION
William_A
Administrator
0 Votes

Hello @MarketerL52338 ,

 

Assuming you have permission to email these contacts, and the estate agent has allowed you to utilize their list, the quickest and easiest method would be to upload it via file. You'd want to get a CSV file of the contacts, make sure it's properly formatted for upload, and then go through the import process.

 

You'll also likely want to speak with our Review team, to make sure this list and your utilization of it are within our Compliance guidelines and permission policy.

 

See also:

Contact import methods


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

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1 REPLY 1
William_A
Administrator
0 Votes

Hello @MarketerL52338 ,

 

Assuming you have permission to email these contacts, and the estate agent has allowed you to utilize their list, the quickest and easiest method would be to upload it via file. You'd want to get a CSV file of the contacts, make sure it's properly formatted for upload, and then go through the import process.

 

You'll also likely want to speak with our Review team, to make sure this list and your utilization of it are within our Compliance guidelines and permission policy.

 

See also:

Contact import methods


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
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