Deals happen when buyers can access deals quickly with minimal friction - which is why we’re proud to announce that you can now sync your buyer contacts in DealBuilder!
You can sync your buyer contacts with 3 easy steps:
1. Export your buyer contacts from the CRM you currently use - it will likely give you the option to export the list into a CSV file type (let us know if you need help with this step)
2. Next, navigate to your Brokerage Settings page in DealBuilder (pictured below) and then go to the Buyers tab.
3. Last step - edit your CSV file following the instructions provided in the pop-up screen. Once you upload the file the system will automatically invite all the buyer contacts to the platform to create their password, allowing them to seamlessly access deals in the future.
If you get stuck along the way (or would like us to do it on your behalf) please send an email to support@dealbuilder.co!
