How To Export Your Contacts As A CSV To Upload To Your CRM

If you have a phone, you have a database.

In this video, I show you:

  1. How to quickly download the contacts from your phone as a CSV file
  2. How to edit to properly edit/format your data into a spreadsheet to get ready to upload onto a CRM
  3. A simple “text” template to send to your database to try and generate CMA requests and collect email addresses and property addresses

Resources mentioned in this episode:

Ricardo Bueno

I specialize in marketing and technology for the real estate industry. Currently: Marketing Technology Director at West (a Williston Financial Group company) West. Previously: National Trainer at W&R Studios.


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