Leads are the foundation of your success with the MAX solution, making them the first and most important factor when getting started. To ensure you maximize the benefits of this powerful platform, you can easily add your leads either by importing them in bulk or entering them manually. This flexibility helps you stay organized and make the most out of your MAX plan from day one.
Manually Add a Lead / Contact
If you only have a few leads or contacts to add, you can easily input them manually. Simply navigate to the IDX Control Panel, then go to CRM > Lead List > Add New. From there, enter the contact details and save your changes.
Lead Import Template & Available Fields
You can import your leads to MAX with a built-in lead import tool. The import allows you to upload lead information via a .CSV (comma separated values) file format. See below for information about formatting your lead information and details about each potential import field.
To download a lead import template, navigate to the ‘Import Leads’ section of the control panel and click ‘Download template’.
Basic Lead Contact Information
- Name
- Phone
- Address
Additional Fields
- Birthday
- Transaction anniversary (closing_date)
- Type
- Pipeline
- Tag
- Texting (this indicates Texting opt in for TCPA compliance)
- Market ID
- Campaign ID
- Note
Additional Fields for Broker packages:
- Agent ID
To upload leads
- Log into the control panel of your iHomefinder account
- Click on Setup in the top gray bar
- Click on ‘Import Leads’ in the left hand side panel
- On the Import Leads page you will find a downloadable lead import template customized to your account type
- Click the ‘Browse File’ button
- Select the .csv file to upload
- Click the ‘Import’ button or review the highlighted issues and click ‘Upload Again’ when the issues are fixed
To Export Leads from other Systems
This section covers how to export contacts from other systems, in order to get the most out of your MAX solution, you will want to import your leads as soon as possible to get them on campaigns and email alerts.
Below are links to articles for common platforms:
Lead Field Validation
When you upload your leads via a spreadsheet, the system will scan the document and highlight any errors in the control panel interface.
Errors must be corrected for the file to be uploaded successfully. Any field with an error will be highlighted in red. You can hover your mouse over the field to see the error that we are detecting.
You may also see ‘Warnings’ in the Import Preview. Warnings do not need to be corrected for the file to upload successfully but serve as a notification for issues like non-supported column headers.
If there are no errors, the Import Preview will light green and say "Looks Good!"
Once the leads are imported successfully a success message will display on the Import Leads Page.
Field Details
| Required field. Primary email for your lead. Each email address entered must be unique and cannot match an existing lead already entered into the system. Accepted Values: valid email address |
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| Name | Full name of lead. Accepted values: custom text |
| Phone | Primary phone number for your lead. We recommend adding a lead’s mobile phone number, especially if you are utilizing texting in your drip campaigns. Accepted Values: 10 digit phone number and custom text (for specific extensions or other reasons) |
| Address | Address line for the lead. Accepted Values: Address Numbers and Street Name or PO Box number |
| City | City where the lead resides. Accepted Values: custom input |
| State | State where the lead resides. Accepted Values: full state name or 2 letter state code / Canadian province |
| Postal Code | Postal code where the lead resides. Accepted Values: USA 5 digit zip codes or 7 character Canadian Postal Codes |
| Birthday | If you have automated greetings set up, adding your lead’s birthday will automatically enroll them in receiving automated birthday greeting emails. Accepted Values: mm/dd/yyyy or m/d/yyyy |
| Transaction Anniversary | The same as the closing date for a deal with a lead. Adding this date enrolls the lead in automated transaction anniversary emails. Accepted Values: mm/dd/yyyy or m/d/yyyy |
| Type | Designates if the lead is a buyer, seller, or renter. Accepted Values: buyer, seller, renter |
| Agent MLS ID | For brokerage accounts, assigns leads to an agent by entering their Agent ID (found in the Control Panel under Agents & Offices). Accepted Values: Agent ID found in the Control Panel |
| Pipeline Stage | Tracks where the lead is in the sales funnel. Accepted Values: Uncontacted, Attempted Contact, Nurturing, Dead, Under Contract, Closed |
| Tags | Create and apply tags to leads for tracking and filtering. Accepted Values: custom text (multiple tags separated by commas) |
| Texting | Indicates if a lead has consented to receiving text messages. Accepted Values: YES, NO |
| Market ID | Opt leads into reports associated with a market. Accepted Values: Market ID |
| Campaign ID | Links leads to campaigns using the campaign ID (found in the URL). Accepted Values: Campaign ID |
| Notes | Add custom information about the lead. Accepted Values: custom text |