This video indicates the right way to load prospects from"The crimson X" into RealtyJuggler real property application. "The crimson X" is a lead provider that presents Expireds, FSBOs, and Pre-foreclosures Sellerleads. RealtyJuggler is a customer Relationship supervisor(CRM) for actual property agents and is the best compliment to "The crimson X". The very first thing i’ll do is signal into my"pink X" account so i can export my leads. Next, i’ll determine off the leads i would like toexport. To the proper of the assess containers, at the topmiddle of the display, I click "other" and then decide upon "Export" from the drop-down record.To be able to routinely the down load approach, and save a file named "vortex.Csv"to my "Downloads" folder.Now that my leads are downloaded, i will goback to "RealtyJuggler.Com". I have already got a RealtyJuggler free trial,so i’m going to signal into my RealtyJuggler account and click on the "Settings" icon.Subsequent, i will click on the "Import" icon. I will decide on the "potentialities" database, whichis the database that I wish to load my leads into. I will set "layout:" to "purple-X Comma Separated Values (.Csv)". For "reproduction documents:" i’ll preserve the environment of "no longer Imported". That manner, any RedX leads that I’ve already imported into RealtyJuggler won’t be duplicated. I will add a class to these new recordsso that i do know that these are the brand new ones. In my case, i’m going to add the categories of "CallNow"and "RedX" to make it less difficult to work with these fresh leads in RealtyJuggler. I’m going to enter each classes and separate them with a comma. I will click on right here to choose the "vortex.Csv" file I downloaded from RedX, pick it, and click on the "Open" button.In the end, i’m going to click the "Import" button tostart the import approach. My RedX records are now loaded into my RealtyJugglerProspects database. I will click back to the "main" reveal, and thenclick on the "possibilities" icon. Listed here are my leads. I’ll filter these leads through identifying fromthe "show category" drop-down menu in the higher-correct corner of the monitor.For the reason that I brought that category, "CallNow", i will filter so i will see just those leads – theseare my new leads. I’m going to click on this kind of records to startmaking my phone calls. For illustration, i can name "Alex" right here and thenadd notes on the backside of this monitor related to my conversation. I’ll add a word about my conversation, and add today’s time and date. I will time table a follow-up call via usingthe "Contact once more in" xx days subject here. That way, all my scheduled follow-up callswill be displayed in my "All tasks" screen and i’ll comprehend who I have to name, and when.Next, i’ll assign a DRIP print sequence.I’ll do that by means of clicking on the "Mail" tab to the left, and then clicking the "NewDrip Mail" button at the prime. And i’m going to assign a time-liberate sequenceof letters. I will change the "Media" to "Print" so thatI can print my letters. If I desired to electronic mail the letters instead,I could also do this. All I have got to do is trade the "Media" to "email". I’ll opt for my Prospect’s name from the "To:" drop down menu. If I try this, and the file does not have an e-mail tackle, RealtyJuggler will ask meif I would like to have my letters printed instead than emailed.I’ll say "sure". I will then select my "Drip team". In my case,i want "ProspectSellerFSBO". That’s an effective sequence of letters for for sale by means of owner potentialities. I’m going to click on the "Create Drip Mails" buttonwhich will create my drip letters. I will be able to see the letters are queued up in thislist with the date and time that they’re scheduled to head out. I will be able to even preview probably the most letters by means of clicking on a row. Now that i have made my follow-up call andassigned the drip sequence, i am going to return to the "general" tab, and get rid of the category "name Now" from that Prospect record.That means, when I load extra leads from RedX, best the new leads will exhibit up if I filterthe list with the aid of the category of "CallNow". I simply applied my DRIP sequence for one ofmy RedX leads. For the "possibilities" record, i can click on the "subsequent" link within the upper-left nook of the display, and repeat this identical processfor every of my new leads. This prospect has an e-mail deal with, so I’llselect a "Media" of "e mail".That means, these letters should not printed but rather are automatically emailed. Now that i’ve assigned Drip sequences to all of my "RedX" records, i can down load a record of letters that I ought to print for today. I will do this through going to the "predominant" monitor, and clicking on the "Mail" icon.Then, i’ll click on the "Print Pending Mail" icon. I will be able to view the letters that have to be printed,by means of clicking on the "Unsent Mail" tab on the prime left of the display.To down load my letters, i will click on on the "download" hyperlink at the backside of the monitor. RealtyJuggler will then download my letters. To print these letters, all I need to do isopen the downloaded file using Microsoft word. Further understanding on how RealtyJugglerworks may also be located going to the "primary" display, and clicking on the "Tutorials"icon at the bottom of the reveal. Right here you’re going to in finding detailed directions forhow RealtyJuggler works. Tutorial 21 suggests you ways the Prospectsdatabase works, and is an satisfactory video to with. If you are all for learning easy methods to schedule comply with-up calls, then we would recommendTutorial 44, the touch Cycle. Also,Tutorial 14 indicates easy methods to assigna drip sequence of emails or printed letters..
