How to Organize a Massive CRM

Hi everyone, I am just getting into real estate as an assistant to a broker. I work for a realtor that has been in the business for decades and I have been given a task that doesn’t seem realistic from my knowledge. My boss has about 10,000 contacts in her iPhone and she wants me to somehow organize them into groups in her phone. I have no idea where to even start. Some of these contacts she has are even listed under two people (ex: Jack & Jill listed as one contact). So far, I have only been able to get a third of her contacts into an excel sheet because that’s all that’s been uploaded to her iCloud but I genuinely have no idea where to go from there. Is there an actual effective way to do this or am I just being set up for failure? Any, and I mean ANY, advice is appreciated.

submitted by /u/foosaye
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Hi everyone, I am just getting into real estate as an assistant to a broker. I work for a realtor that has been in the business for decades and I have been given a task that doesn’t seem realistic from my knowledge. My boss has about 10,000 contacts in her iPhone and she wants me to somehow organize them into groups in her phone. I have no idea where to even start. Some of these contacts she has are even listed under two people (ex: Jack & Jill listed as one contact). So far, I have only been able to get a third of her contacts into an excel sheet because that’s all that’s been uploaded to her iCloud but I genuinely have no idea where to go from there. Is there an actual effective way to do this or am I just being set up for failure? Any, and I mean ANY, advice is appreciated. submitted by /u/foosaye [link] [comments]

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