Surplus Skip Matrix Template

Please click the link below to make a copy of the import template for the skip matrix.

Please note the following:

1. The business name column. Kindly add the foreclosed Property address to the record as well.

2. Please indicate the phone type as either Landline or Wireless.

3. When selecting the Type of Contact, choose between Relative, Client, or Associate.

4. Lastly, ensure that you include the name of the person who owed the funds under the Client Name. Main Client Template:

https://docs.google.com/spreadsheets/d/1gSXDVJtHdFglARCgydJDAF5_s1nDnmaVDThCeaSLnAU/copy

Relatives Template:

https://docs.google.com/spreadsheets/d/1JRC2g0R7xkRc6LJ43OfN_WWwTzYlvTf2NobTY8M0y7s/copy

Associates Template:

https://docs.google.com/spreadsheets/d/1GUdtaBoTjlvvOHK5XnV-DpRI5PpsC3QI7EKXtlWWE9g/copy

https://help.surplussystems.io/en/articles/220-skip-tracing-import-template