Import your existing lead lists into PropStream to review property details and use aggregated data to find opportunities that fit your criteria. With Lead Automator, available through PropStream Connect, you can also monitor your leads for changes, such as when a property sells, goes on the market, or is no longer vacant, helping you keep your lists up to date.
To learn more about how to import lists into Lead Automator, check out this video:
Here’s how to import an existing lead list into PropStream and use Lead Automator, available through PropStream Connect, to help keep your leads up to date.
This is especially useful if you have an older list that needs refreshing or want to use PropStream’s aggregated property data to better identify the leads you want to target.
To get started, navigate to My Properties and select Import List. From here, there are three simple steps.
Step One: Download and use one of the available sample templates.
Step Two: Enter your existing properties into the template using the example provided.
Step Three: Select Choose File to upload your saved template.
Next, add the imported records to an existing list or create a new one, then select Save.
As your file processes, you can track its progress from the Property Imports section at the bottom of the Import List window. Here, you’ll see the status of your import, along with how many records were loaded, processed, successfully matched, or failed. We’ll also send you an email once processing is complete.
Once complete, select Download Report to review the results of your import. The report will show which addresses were successfully matched and which ones failed, along with the reason why, making it easy to identify any records that may need additional attention.
Once your import is complete, return to My Properties and select the list you added your records to. From there, you can review your leads, customize the property information you want to see, and export your selected records if needed.
Now that your leads are imported, take it a step further with Lead Automator. Available through PropStream Connect, Lead Automator can monitor your leads and help identify when properties no longer meet your criteria—such as when a property sells, goes on market, or is no longer vacant.
Want to learn more about PropStream Connect and the tools available to you? Watch How to Navigate PropStream Connect in PropStream.
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