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

Ricardo Bueno is the Chief Experience Officer at Good Events Co., where he helps real estate brands produce & create unforgettable events that move the needle. He also serves as a Brand Ambassador for Real Geeks and Cross Country Mortgage, collaborating on marketing, content, and live experiences for high-performing agents and teams.

Previously, he created and led FUBCON, the “Super Bowl” of real estate conferences and one of the most talked-about conferences in the real estate industry.

Whether he’s building brands, producing events, or teaching agents how to convert leads into closings, Ricardo brings the energy, strategy, and execution to help pros stand out in a crowded market.


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