Follow these steps to ensure an efficient and seamless database upload.
2. After downloading the template, begin filling in the required fields (highlighted in yellow):
- First & last name
- Email address and/or phone number
- Transaction Type (i.e. which drip campaign they should be added to)
- Client Group (i.e. what type of client they are)
- Street address (i.e. mailing address) & property address
- AoH Tag
3. If you wish to include the loan information for the transaction (highlighted in gray), please make sure you include the loan # or transaction ID. This information cannot be uploaded without a loan # provided.
4. Once you've completed entering the information, save the file as a CSV.
5. Go back to the form and complete it. Make sure your file is a CSV when uploading. Click submit and you're done!