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Select Your Preferred Export Template for Leads

Customizing how you export your leads from RateMyOpenHouse.com ensures that you get the data in the format that best suits your CRM. Follow these steps to set your preferred export template:

Step 1: Log in to Your RateMyOpenHouse.com Account

  1. Visit RateMyOpenHouse.com: Open your web browser and go to RateMyOpenHouse.com.
  2. Log In: Enter your login credentials and sign in to your account.

Step 2: Navigate to My Profile

  1. Access My Profile: Once logged in, click on “My Profile” from the dropdown menu.

Step 3: Select Your Preferred Export Template

  1. Find CRM Export Format: In the My Profile section, locate the dropdown menu labeled “CRM Export Format”.
  2. Choose an Export Template: Click on the dropdown menu to see the available export formats. Select the one that best matches your CRM’s requirements.

Step 4: Save Your Settings

  1. Save Changes: After selecting your preferred export format, scroll down and click on the “Save” button to ensure your choice is saved.

Step 5: Exporting Leads

  1. Export Leads: Now, whenever you export leads from RateMyOpenHouse.com, they will be sent to you in the format you selected.
  2. Verify Export: After exporting, verify that the data is in the correct format as per your selection.

Tips for Exporting Leads

  • Review Formats: Make sure you are familiar with the different export formats available and choose the one that best suits your needs.
  • Regular Updates: Check periodically for any new export formats that may be added to better suit evolving CRM requirements.

Note: Simplify Your Workflow with Zapier

If you have set up Zapier integration with your RateMyOpenHouse.com account, exporting leads manually may be unnecessary. With Zapier, leads can be automatically transferred to your CRM without any manual intervention, saving you time and effort.

Troubleshooting

  • Incorrect Format: If the leads are not exporting in the correct format, double-check your selection in the “CRM Export Format” dropdown and ensure you have saved your changes.
  • No Export: If you are not receiving your exported leads, verify your email address in the “My Profile” section and ensure there are no connectivity issues.

By following these steps, you can easily customize the export format of your leads to fit your CRM preferences. This ensures a smooth and efficient data transfer process, keeping your CRM updated effortlessly.

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