Managing your client database efficiently begins with an effective lead importing process. In a recent session, Alex Branning and Will Winter discussed the best practices for importing leads into Agent CRM, focusing on ensuring clean data and effective lead nurturing. This guide will walk you through their step-by-step process.

Step 1: Preparing Your Lead List

Before you import your leads, ensure your CSV file is clean and organized. Make sure each lead’s data is correctly formatted, and fields such as first name, last name, email, phone number, and other custom fields are included.

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Step 2: Creating Custom Fields

Identify any additional data points that your lead list includes but are not standard fields in Agent CRM. Create custom fields to accommodate this information. For instance, if your leads include “Policy Purchased,” create a custom field for it.

  1. Go to Settings > Custom Fields.
  2. Click Add Field.
  3. Choose the field type (e.g., text field) and name it accordingly (e.g., “Policy Purchased”).
  4. Assign it to the appropriate folder (e.g., “Client Document Folder”).

Step 3: Importing Your Leads

  1. Navigate to the Contacts section.
  2. Click Import Contacts and upload your CSV file.
  3. Map the columns in your CSV file to the corresponding fields in Agent CRM.
  4. Add tags to categorize your leads (e.g., “Lead Import”).
  5. Click Submit to start the import process.

Step 4: Setting Up Smart Lists

Smart Lists help you segment your leads based on specific criteria. This is essential for targeted marketing and follow-up campaigns.

  1. Go to Contacts > Smart Lists.
  2. Create a new Smart List based on tags or custom fields (e.g., “Final Expense Leads”).
  3. Save the list for easy access and targeted communications.

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Step 5: Automating Lead Nurturing

Leverage Agent CRM’s automation capabilities to nurture your leads effectively. Set up workflows to send personalized emails and text messages automatically.

  1. Go to Automations and create a new workflow.
  2. Add triggers such as “Contact Created” or specific tags (e.g., “Lead Import”).
  3. Set up actions like sending emails, text messages, or adding leads to specific campaigns.

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Step 6: Continuous Data Management

Regularly review and clean your data to ensure accuracy. Update tags, custom fields, and Smart Lists as needed to maintain a well-organized database.

Customer Testimonial: “I have used the campaigns to revive dead leads, which have led to many sales! It works!” Chris O’Connor

Final Thoughts

Importing leads into Agent CRM is a streamlined process that ensures your data is clean and your lead nurturing efforts are effective. By following these steps, you can maximize your lead conversion rates and enhance client retention.

Next Steps: Ready to experience the power of Agent CRM for yourself? Sign up for a free trial account at http://www.agent-crm.com today!

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