Kevin Mason asked us, “Trying to import some leads from a .csv. My .csv has a “county” field that I’d like to import but I don’t see a “county” field in the drop-down to map to. How do I add “county” as a field to…
fields
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Andrew T. Berman asked us, “We know this system is amazing for marketing activity, but I’m curious what you folks are using for storing client data once you take them from prospect to client.” “Have you seen the Custom Fields option in Agent CRM yet?…