Importing Referrers into Lettings BDM

You can import referrers in bulk as a CSV file.

1. Click on Lettings BDM.

2. Click on Leads.

3. Select Referrers.

4. Click on the 3 dots in the top right and select Import CSV.

5. You will then be taken to the page where you can import your CSV file with the following: First Name, Last Name, Email, Mobile, Phone all as their own column and without column headings.

6. Click Import.

Note: At the bottom of the page, it will show you Import Results such as, and Referrer Info Imported and Import Errors (if any).