When you first start using Fieldnotes, you may want to upload your existing contact details to Sparky so that all your contact information can be added to the system.
To import your existing contacts, all you have to do is send an Excel or CSV file containing the contact details to Sparky ([email protected].). Once you send the file to Sparky, it will be queued for processing. When it's been completed, you will receive notification. It's that simple!
The more information you provide about your contacts the better. With more details Sparky can provide more help and better manage your contact's experience. This will help increase sales!
Collect as much of the information shown below as possible about each client. Send it to Sparky in an organized table with column headers:
- First Name
- Last Name
- Email Address
- Phone Number
- Partner Name
- Address
- Sphere
- Stage
- Target Neighborhood
- Price Range
- Buyer/Seller/(Other)
- Any other details you have about your contacts
Once Sparky receives these details, they will be added to your data set. The more details you can provide, the better your communication and follow-up with each client!