Prospects
Manage prospect businesses and contacts. Start with either one, then link them together.
Checking admin sign-in…
Bulk import
Import Excel or CSV files into the matching prospect records.
Prospect names import
Only matching Financial Institution prospects are updated. Review changes before importing; selecting a subtype does not update existing names unless this box is checked.
Choose an import type, then select a file.
Prospect businesses
Delete all prospects by business type
Includes all matching prospects and their locations, regardless of import source. Review counts carefully. Soft deletion only.
Delete using Excel (safe preview)
Upload the same spreadsheet used for the bad import. Exact matches only; ambiguous rows are blocked. This soft-deletes matching records, not the whole business type.
Prospect data loader
Select a spreadsheet, match its columns and review your prospects before loading. Put column headings in the first populated row. For realty imports, Office Name identifies the company. Each row adds a separate realtor contact using Full Name or First Name + Last Name.
Use a sheet shared as “Anyone with the link” (Viewer) or published to the web. The worksheet in the link loads into the mapping matrix. Private sheets can be uploaded as Excel instead.
Clear loaded prospect data
Remove test prospect loads before trying again. Manually entered customers and saved estimates are preserved. Imported company records linked to an estimate stay in Customers. Contacts remain in the separate Contacts card; clearing businesses removes their business links.
Bulk edit or delete prospects and locations
Select records using the checkboxes. Search and Select visible records to work with a filtered set. Changes are not applied until confirmed.
Validation
Select a file to begin. Maximum 10,000 rows per worksheet. Keep ZIP codes as text to preserve leading zeroes.
PROSPECT WORKSPACE
Select a prospect
Select a prospect to view its business information.