Exporting your new open house leads into your desired CRM is simple with our export tools. Follow these steps to export leads from a specific open house:
Step 1: Sign In to Your Account
- Visit RateMyOpenHouse.com: Open your web browser and go to RateMyOpenHouse.com.
- Log In: Enter your login credentials and sign in to your account.
Step 2: Navigate to the “Open Houses” Section
- Access Open Houses: From the main menu, navigate to the “Open Houses” section of your account.
Step 3: Select the Desired Open House
- Find the Open House: Locate the open house from which you want to export leads.
- Click “More”: Click the “More” link next to the open house listing.
Step 4: Export Leads
- Access Feedback Section: In the “Feedback” section, click on the number that indicates the amount of leads/feedback generated.
- Click “Export to CRM”: Click the “Export to CRM” button.
- Receive Export Email: An email will be sent to your account email with an attached .CSV file containing the leads.
- Selected Template: The leads will be exported using the template you selected in your profile settings, ensuring the data is formatted according to your preferences.
Export All Leads
- Export All Leads: If you’d like to export all leads from all open houses, click here for detailed instructions.
By following these steps, you can easily export leads from a specific open house to your CRM with your preferred template, ensuring your data is organized and up-to-date.