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Home » Training » #1c How to import leads into DREAMS

#1c How to import leads into DREAMS

You can send leads to your VA to upload into DREAMS, but did you know you can also upload them  yourself? It is easy. Watch here to see how.

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18 Responses to #1c How to import leads into DREAMS

  1. Dhana Moore says:

    Hello Pat:
    How do the FSBO lists from Gold Club get into a CSV file format? Do you have to request a FSBO list in a CSV file instead of by email when you have Dreams?

    Thank you!

  2. Timothy Munson says:

    Hi Dhana Moore,

    I have Dreams, too. The emails that I get from the FSBO lead service through the Gold Club are already in a CSV format. Yours are probably the same way. Take a second look.

    Sincerely,
    Timothy

  3. Fernando Diaz says:

    how do you access the closed leads without a no or yes.

  4. Bryan Davis says:

    So this is how I can upload leads from other sources. For example, the bird dogs that are sending me addresses and phone numbers for locally identified FSBOs could easily be forwarded to DREAMS for my VA to work. I love it!

  5. Willy Lopez says:

    Hello, how can I delete imported leads?!!!

  6. April Greene says:

    great program easy to use. I would like to know the overall fields that need to be imported. It would be great to have a section to manually enter leads vs having to upload them.

  7. Luke Kohls says:

    good information to know now it’s just into the habit of doing all of this to be committed to memory.THXS.

  8. Dorothy Thompson says:

    Clearly explained and it seems simple to use.
    Can’t wait to receive my info to start.
    Thank you Pam

  9. John Monahan says:

    What if I found a property on Craigslist and texted the number but the seller won’t give me the actual street address, just the subdivision the property is in? Can I send the phone # only to the VA ? If so, how? Be nice, I am new at this! 🙂

  10. Fj Jalil says:

    A good refresher lesson!

  11. Mary Ann Fawcett says:

    Great information and walk through. Thanks so much.

  12. Mike Budde says:

    Do you think I should buy microsoft excel? It seems like I can’t add anything to the csv file.

  13. Douglas Hodo says:

    my name is Douglas Hodo and I find this video to be very informative but I would have to use it several time to become familiar with this aspect of Dreams System.

  14. Michael Lamothe says:

    Wow this is super super easy. How many calls do the VA usually do each day? I wonder how many times they have to call before they get someone on the phone?

  15. Nadia Charles says:

    How do I remove leads from DREAMS, I want to edit some incorrect leads I imported.

  16. Kevina Litaba says:

    Wow! This is more than gold. I do not have to forward my leads to my VA any more. This helps to shoulder that burden so that my VA can concentrate on calling my leads. Thanks.

  17. Gregory Caudill says:

    I am anxious to get started with my new VA and Dreams. Dreams does look a little like REI Blackbook. Is Damon apart of Dreams?

  18. Devon Severs says:

    Lead importing looks easy enough! Can’t wait to get started.

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