It's always a good business decision to have a data retention policy and practice in place. Website companies suffer outages and attacks daily. Every CRM / IDX system should allow you to do the following steps:
- Open your Leads database
- Select All Leads
- Find the Export Button and then save that file locally
These are basic steps. If you want specific instructions for RealGeeks, Lofty, Sierra, or ProAgent Websites, you can download those files below.
These Backup Instructions are specific to RealGeeks sites
These Backup Instructions are specific to ProAgent Websites
These Backup Instructions are specific to Lofty/Chime Websites
These Backup Instructions are specific to Sierra Interactive
These Backup Instructions are specific to Agent Image and Follow Up Boss
Name your backup files for easy access. For example: 2024_04_20_WebsiteName.csv
Repeat this process weekly at minimum. Keep a copy on the Cloud Drive (Google, Apple, or Windows) AND keep a copy on your computer hard drive.
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