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Re: [AdvantageXi] Re: Best Practice of Importing Expireds to Database

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  • Justin Jordan
    wow very cool! Loading multiple task series is easy enough. Can I add multiple classifications to an import? thanks again for your help!   Justin Jordan
    Message 1 of 4 , Aug 7, 2012
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      wow very cool! Loading multiple task series is easy enough. Can I add multiple classifications to an import?

      thanks again for your help!
       
      Justin Jordan
      Keller Williams Elite Realty
      CELL: 239-287-1371
      JustinJordan@...
      www.CoconutPointRealEstate.com

      From: JudiB <judi@...>
      To: Mark-It-AdvantageXi@yahoogroups.com
      Sent: Tuesday, August 7, 2012 9:53 AM
      Subject: [AdvantageXi] Re: Best Practice of Importing Expireds to Database

       
      Justin,

      I would highly doubt that you could have the task series initiated as part of your uploading of contact records. However, using a classification such as "add to desired task series" (though seems being more specific would be better, like "add to Aug 12 Expired task series" only because you may in the future want to add another upload for expireds or any other reason and use that filter...don't want to double-add any series.

      But once you've completed your upload, simple enough to filter by the classification you used, then do a global update of the contacts in that filter to assign your task series to all of them at once. It's one more step, I know, but a simple and quick one at that.

      Judi

      --- In Mark-It-AdvantageXi@yahoogroups.com, "JustinJ" <jm00j@...> wrote:
      >
      > I would like to upload an excel spreadsheet of expired listings into market it advantage. I know I can upload contact information, notes, and exc but can I assign the contacts to a task series from the upload?
      >
      > I was going to make a classification "Add to desired task series" run a search and go in a manually add the contacts to the task series but wanted to know if there was a way to add the task series on the upload.
      >
      > Thank you in advance for you help!
      >
      > Justin Jordan
      >



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