Anyone else Using Base Crm?

[inreverse]

My DM provider has all my leads in the CSV format so I can import the majority of the leads into the system. when my appt setter sets an appointment I add their phone #, spouse name, age etc. When I have a no show I can pull up nearby leads to door knock

 

[term1]

I just bought a garmin 2598. How can I take my leads that sned to me by email and up laod them into my garmin and route optimize them?

 

[inreverse]

You are asking us? Call garmin, they will probably have to be in CSV or excel format.

 

[WholeLife]

My DM provider has all my leads in the CSV format so I can import the majority of the leads into the system. when my appt setter sets an appointment I add their phone #, spouse name, age etc. When I have a no show I can pull up nearby leads to door knock

I'm able to map my appointments with no problem. How do you get nearby Base contacts to show on the map?

 

[inreverse]

on the iphone Base contacts page, to the left of the contacts header, is a folded map, tap that. Your can sort them to the right of the header, use the funnel.

 

[HoosierLife]

Y'all are 10x more organized than me. I just record their name, address and phone number and send them a card through SOC. I just use base for clients.

 

[WholeLife]

on the iphone Base contacts page, to the left of the contacts header, is a folded map, tap that. Your can sort them to the right of the header, use the funnel.

I'm using android so it is a little different but I figured it out. Wow - That's a handy feature. If you have a dead appointment you can easily see who is close by to DK. I will use this tomorrow! Thanks for your help.