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Your CRM Is Down! This Could Be You Someday

By
Real Estate Broker/Owner with Broker Associate / Team Lead - Texas Pride Realty Group 0503820 TX

 

 

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:

 

  1. Open your Leads database
  2. Select All Leads
  3. 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.

 

 

 

 

Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Excellent advice, Bob. Especially given what happened this past week with one large CRM company.

Apr 21, 2024 05:21 AM