French

Export, Activate, and Import Your Contacts

DATE:

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Duration

1h00

Instructor

Instructor

Stephanie

Stephanie

Open Session for the Essential CRM

topics covered

What You Will Learn in This Session

Join us for a practical hands-on session where we will guide you step-by-step through exporting your Prospect contacts, activating your Centiva CRM, and importing your contacts into the CRM. A Q&A session will follow to answer your questions and support you through your transition.

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Exporting Your Prospect Data

Discover the step-by-step process to export all your contacts from Prospect without losing valuable information.

Exporting Your Prospect Data

Discover the step-by-step process to export all your contacts from Prospect without losing valuable information.

Exporting Your Prospect Data

Discover the step-by-step process to export all your contacts from Prospect without losing valuable information.

Simple Centiva CRM Activation

Quickly set up and activate your new CRM workspace to start structuring your client follow-up.

Simple Centiva CRM Activation

Quickly set up and activate your new CRM workspace to start structuring your client follow-up.

Simple Centiva CRM Activation

Quickly set up and activate your new CRM workspace to start structuring your client follow-up.

Guided Contact Import

Follow our instructions to import your contact files into Centiva and organize them effectively.

Guided Contact Import

Follow our instructions to import your contact files into Centiva and organize them effectively.

Guided Contact Import

Follow our instructions to import your contact files into Centiva and organize them effectively.

Support & Q&A Period

Get immediate answers to all your questions to secure your transition and give you peace of mind.

Support & Q&A Period

Get immediate answers to all your questions to secure your transition and give you peace of mind.

Support & Q&A Period

Get immediate answers to all your questions to secure your transition and give you peace of mind.

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TRAINING DATE :

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Would You Like to Find Out More About Our Services?

Talk to one of our experts for detailed information and answers to all your questions about our suite of powerful tools for real estate brokers. We’re here to help you every step of the way.

Book a strategy call

Woman holding a smartphone looking through the glass

here to help you

Would You Like to Find Out More About Our Services?

Talk to one of our experts for detailed information and answers to all your questions about our suite of powerful tools for real estate brokers. We’re here to help you every step of the way.

Book a strategy call

Woman holding a smartphone looking through the glass

here to help you

Would You Like to Find Out More About Our Services?

Talk to one of our experts for detailed information and answers to all your questions about our suite of powerful tools for real estate brokers. We’re here to help you every step of the way.

Book a strategy call

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Training schedule