I am a salesperson and I am hiring a virtual assistant to migrate my leads from one database to another. Then, I am having these leads put onto an e-mail drip-campaign individually in the second database.
1) Go through all of the groups in Mojo (EXCEPT for the "Dead Leads" and "Past Clients/SOI" groups). Review the NOTES section for every entry in each group. If there is ANY e-mail address written in the notes, ADD that e-mail address (click " + Add E-mail", copy and paste) to the e-mail field in MOJO. There are approximately 500-600 entries in the total database (excluding the dead leads group)
2) After the entries have all been reviewed and an e-mail added to the e-mail field if needed - Export ALL of the groups (in the "Data & Dialer" section) into separate .XLS files, using the current export format; it is already set up. Make sure to select all of the leads (bottom left of screen) before exporting so they all get into the file. Rename each .XLS file so that the name corresponds to the group in Mojo.
3) Convert these .XLS files to .CSV, preserving all data, keeping it formatted the same.
4) Import these .CSV files into the Virtual Agent Center (second database). Go to the Clients >> Contact List tab. Select "Import Contacts" at the bottom.
** KEY STEP ** The .CSV files' column headers NEED TO BE MATCHED per directions in the Virtual Agent Center so that all data gets transported with no data lost. For example, the "Full name" column must be separated into "First Name" and "Last Name" columns, etc per the directions. PLEASE CONTACT ME IF YOU HAVE QUESTIONS ABOUT THIS PRIOR TO STARTING.
5) Put all of these new contacts onto the Market Value Report drip campaign: select each contact name individually in the contact list (Clients >> Contact List). Click on "View Property+Watch" on the top right. Click "Address/MLS Search" (NOT Begin New Search). Enter the lead's street address (from Mojo) in the top under "Search Proximity To Address". Click submit. Click "View Market Stats" at the top. Click "Schedule e-mail updates". For the report name, enter "Home Value - (street address here)". For example, the search name for Jerry Beggins is Home Value - 8236 Golden Flowers St. Select every 4 weeks for the frequency. Select "send this report now" and then hit "save report". Repeat for every lead newly imported lead.