HOW TO ADD CLIENTS

How to get started:

Successful client uploads need to include your client’s name and at least one of the following: 

  • Email Address
  • Phone Number
  • Street Address

Your personal client contact list can be downloaded from Top Producer CRM, SalesForce, Outlook or MailChimp. If you are uploading a client list from Top Producer CRM, SalesForce, Outlook or MailChimp you will need to download or export your client list into a .csv file. Read below for help on exporting to a csv. Then, upload it into REALM.

Useful Links: 

For all other client management systems, please follow their instructions on how to download your client list into a .csv file. If you are unable to find this information please contact a REALM concierge at concierge@realm-global.com.

If you have a different system you will need to use the REALM.csv format. Download our REALM csv format and organize your client list to match the headings identified. Add in your clients and your file is ready for upload into REALM.