Importing Sales Properties, Vendors and Applicants

To migrate your data from a CRM system to agentOS, the onboarding team will assist. We recommend the following steps:

Vendors past and present	Provide excel sheet of all you vendors, contact details, etc to onboarding team (agent) Using agentOS bulk upload feature, vendors are imported. (onboarding team)
Active Buyers (made offers)	Provide excel sheet of all you buyers, contact details, offer amount, etc to onboarding team (agent) Using agentOS bulk upload feature, buyers are imported. (onboarding team)
Import live property listings	If your listings are on Rightmove we can import them, including photo. Using agentOS quick add sales instruction, cut and paste in Rightmove URL (onboarding team) Tidy up property description and introduce line breaks (onboarding team) On Vendor tab link property to uploaded vendor (onboarding team) Import property with photo's (onboarding team) Advertise the property listing (onboarding team)
Property listings not live or historic	Prove Excel of properties that are not being listed (agent) Using agentOS bulk upload feature, sales instructions are imported. (onboarding team) Open each sale instruction and link vendor (onboarding team) Add photo's to any instruction likely to be listed (agent) Update sales instruction status if under offer or SSTC (agent) Add offers and link buyer (agent/onboarding team) Important note for Onboarding: do not auto link vendor with sales instruction bulk upload, as this can block the upload.
Potential Buyers	Ensure all Active Listings are marketed as advertised before next step Provide excel sheet of all you buyers, contact details, search criteria, etc to onboarding team (agent) Using agentOS bulk upload feature, buyers are imported. (onboarding team)
Brochure build	Send over brochure design and variations (agent) Build templates and test (onboarding team) Brochure live
Portal media	Provide urls for any portal media to be added for example; (agent) 360 degree tours Videos Website links Floorplan (if not uploaded as photo) Online bookings Brochure links  Websites Add portal media to property listings (onboarding)
Templates	Agents to provide examples of standard letter and email templates for example (agent) Market appraisal letter Offer letter Memorandum of sale etc Add custom docx letter and update email templates (onboarding)
Auto charge	Confirm different service agent offer with different charges (percentages verse fix) stand fees (agent) Set sales service types and auto charge by stage (onboarding)
Historic notes	Any notes/date on any of the excel sheets that are uploaded with bulk uploader, if the data is not mapped to a fields will be migrated as a note. All your historic notes can be imported on your buyer, vendor and property records.