Run Bulk Skip

Two Options for Bulk Skip Tracing

Option 1: Import and Skip Trace a New List

1. Navigate to the CRM section.

2. Locate the "Add a Contact" button on the right-hand side. Hover over it and select "Import Contacts" from the dropdown.

3. Upload your file with the lead data. Ensure your file includes the following essential fields:

   • Property Address

   • City

   • State

   • Zip Code

   Note: If these fields are missing, the system will return an error.

4. Match the file columns with the system fields.

5. When prompted, select "None" for unmatched fields.

6. Add the "Skip Trace" tag to the imported leads.

7. Click "Submit", and the system will automatically bulk skip trace the uploaded list.

Pro Tip: Double-check your data before submitting to avoid errors during the process.

Option 2: Skip Trace Already Uploaded Leads

1. In the CRM section, locate the leads you’ve already uploaded.

2. Identify leads that do not yet have phone numbers.

3. Select the leads you want to skip trace. You can select multiple leads at once (e.g., 20 leads).

4. Click "Add a Tag" and assign the tag "Skip Trace".

5. Once the tag is applied, the system will bulk skip trace the selected leads.

Note: This method is perfect for processing leads already in your system without needing to re-import them.

Key Takeaways

• You can perform a bulk skip trace either by importing a new list or by tagging existing leads in your CRM.

• Ensure all necessary data fields are present to avoid errors during the process.

• Use tags effectively to streamline the skip tracing process.