How to Set Up Your Referral Maker CRM Importing New Contacts Relationships

How to Set Up Your Referral Maker CRM
Importing New Contacts
1. Upon logging into Referral Maker, the
Setup Wizard will launch.
2. C
lick Launch Wiza to begin. If you have
dismissed this, click Relationships
then click Setup Wizard to start again.
3. V
erify your Email Address, Business Type,
Time Zone and Mobile Number. Use the drop
down menu to select from the three Business
Types—Realtor, Lender, or Both Lender and
Realtor. If your information is correct, click OK,
Get Started.
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4. S
TEP 1: Import Your Database. Select
the first option: I would like to import my
contacts from a file, database or other
CRM. If you prefer to add your contacts
individually, or if you have already entered
your contacts, select those options. (Please
note: This will bring you to a different screen.)
Click Next
to continue.
5. Select
computer.
to locate your .CSV file on your
Click
if you have not already downloaded
your contacts from another source into a .CSV file
and need specific instructions. Here you will find
instructions for attaining a .CSV file for popular
contract managers (Top Producer, Outlook and
Act!) as well as a Microsoft Excel spreadsheet.
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6. Select your .CSV (comma delimited) file from
the list, and click
.
7. It may take a moment for the system to
verify and upload the file. When the upload
is complete, a green box will appear as
shown below. If you receive a yellow warning
box, you will need to save your file as a .CSV
(comma delimited) file and try again. Once
to
the upload is complete, click
continue.
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Attention:
The next step may
vary depending on
your .CSV file.
If your screen looks like this one, proceed to step 8.
If your screen looks like this, skip steps 8-10 and
proceed directly to step 11.
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8. If the Matching Columns screen appears,
there was at least one column in your .CSV file
that Referral Maker was unable to match to a
field in the system. Mismatched columns
are designated with a
.
Example: In this case, the mismatched columns
occurred as the result of the column headers
“bday” and “date of wedding.”
9. To correct mismatched information, click
the arrow and select the correct Referral
Maker Column from the drop down menu.
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10. All columns are properly matched when every
line has a green checkmark associated with it,
as seen below. When all of the information is
correct, click
.
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11. Separate the contacts you have uploaded
into two categories, Relationships or
Leads, by checking either YES or NO
next to each contact name. If all of the
contacts in this upload fall into one
category, you can simply click either
or
. Click
at the bottom of the page when you have
made all of the necessary selections.
12. Next, you will see a verification message. Here
you can validate the number of Relationships
versus Leads. If the numbers do not match
your records, you can go back to the Separate
Relationship from Leads screen and make
the necessary changes. If you are happy with
the numbers of each, click
.
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13. If all three checkmarks are green and the
message at the bottom of the screen reads
Import Complete, you have successfully
imported your contacts. You’re now ready
to create your database. Click
to move on to Step 2.
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14. S
TEP 2: Sort Your Relationships. Select
the appropriate category for each contact.
Change the category for each contact by
clicking on the appropriate letter next to their
name. Please note: The default category is C.
15. C
lick
at the bottom of the page
when all Relationships have been matched
to the appropriate category.
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16. S
TEP 3: Set Your Goals. Answer the
questions shown, and click
.
17. C
ontinue to answer the questions displayed on
the screen, and click
to go to the next
pair of questions.
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18. Answer the final pair of questions,
and click
.
19. Your transaction goals, activity goals and
referral goals are calculated based on the
information you provided on the previous
screens. Check the box next to I accept these
goals, and then click
to continue.
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20. STEP 4: Launch a Marketing Campaign.
Check the boxes for the Relationship Group
categories that you want to market to each
month. When you are finished, click
to continue.
You have now FINISHED the
Referral Maker Setup Wizard!
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