Accessing the Template
Navigate to the Skip Tracing Import Template section in your CRM.
Once downloaded, make a copy of the template to get started.
Understanding the Mandatory Fields
To avoid errors, ensure your list includes:
First Name
Last Name
Property Address OR Mailing Address
Adding Additional Data
If you have extra information (e.g., phone numbers or email addresses), feel free to add additional columns.
These extra columns will not interfere with the skip tracing process.
Summary
The key fields required are:
First Name
Last Name
Either a Property Address or Mailing Address
This ensures we can run an accurate skip-tracing session, helping you get the best possible results. Possible results.