Monday, February 23, 2009

How to import contacts into PRIMA:

1. from “My Contacts” in the back office click on “Import”
2. “Browse” and find the file you would like to import. Click on “Upload”
3. select which group you would like to import into (if no group is selected the contacts will not go into a group)
4. check or uncheck send welcome letter
5. create a password. each customer will be able to save property searches and more
6. match up the column with the appropriate data field i.e. the email column should be matched up with “Email Address”
7. go to the bottom right of the screen and click “Import Selected”

If you have any questions please feel free to contact Mark
239-659-3321
or
MarkYaschik@PrudentialFloridaRealty.com

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