Collect and Manage Leads

Introduction: 

The Customer Relationship Management App is a robust tool designed to support Brokers and Sales Agents from the first contact of a prospective buyer through to the closing of a home. With the Customer Relationship Management App, you can:

• Collect, manage, forecast, qualify, communicate with, and add opportunities to your Leads. Described in this  Article 

• Move Opportunities through the Pipeline to win deals. Go to CRM 2 - The Sales Pipeline

• Make your sales efforts more efficient by creating tasks, scheduling appointments, organizing reminders, and communicating 1 to 1 with your clients in addition to keeping all of your client’s information and documents organized, handy, and secure Go to CRM 3 - Organize Your Calendar
  
  
  

!! Heads-Up 

Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.

TABLE OF CONTENTS

• Get Started
  • Launch the Customer Relationship Management App (CRM)
  • My Work Day Dashboard
  • CRM’s Main Navigation Options
• Define the Email Settings 
  • Connect to your Email Account Using the Integrations Tab
  • Connect to your Video Conferencing Account
  • Add a Signature to Your Emails
  • Add a Logo and Social Profile to your Signature
  • Select a Different Layout for your Signature
  • Hide your Signature on an Email
  • Create an Email Template
• Add Custom Lead Fields, Status Labels, Tags, and Source Options
  • Custom Lead Fields: Add, Edit, or Delete
  • Custom Lead Status: Add, Edit, or Delete
  • Custom Lead Tags: Add, Edit, or Delete
  • Custom Lead Source Options: Add, Edit, or Delete
  • Custom Opportunity Fields: Add, Edit, or Delete
  • Custom Task Types: Add, Edit, or Delete
  • Custom Sentiments: Add, Edit, or Delete
• Configure your Meeting  or Appointment Settings
  • Open the Meetings Settings
  • Configure the Meeting Dates, Types, Times, Duration, Minimum Notice Time, and Buffer Time
  • Reset your Appointment Settings
• Configure your Meeting Reminders and Appointment Booking Widget
  • Schedule a Pre-Meeting Reminder for Yourself
  • The Appointment Booking Widget
  • Provide Prospects With The Option To Reschedule Their Appointments Via Their Confirmation Email
  • What Users See When Booking Appointments on the Website
  • Turn On the Confirmation Email Option and Configure the Email
  • Turn On the Pre-meeting Reminder Email
• Export Custom Fields from one Project to Another
  • Export your Custom Fields to Another Project
• How to Add Leads 
  • Introduction:
• Add Leads Through a Form or Survey
  • Add Leads Through a Form or Survey
  • Use Zapier to Import your Social Media Leads
• Import Leads from Acquired Lists
  • Set Up Custom Fields 
  • Organize your Excel File
  • Save your File as CSV 
  • Import your CSV File 
  • Map the Headings
  • Check if the Import was successful
  • Import New, Additional, or Adjusted Data
• Manually Enter Leads
  • Manually Enter Leads
• The Lead List
  • About The Lead List
  • Bildhive’s Smart Lead Score Logic:
  • View your Lead List
  • Rearrange or Customize the Lead List
  • Hide, Add, or Change the Order of the Columns in the Lead List
  • Filter the information on the Lead List
  • Bulk Actions: Assign Lead To a New Owner, Delete Leads, Apply Tags, Delete Tags, Update Lead Source, Select All Leads on a Page, or Select All Leads in the List
• Use the Lead List to Access and Edit a Lead’s Information and Interact with them
  • Access the Lead’s Editing and Interaction Tools Directly from the Lead List:
• Edit a Lead’s General Information and Communicate with Them Directly From the Lead List
  • To Open the Lead’s General Information Screen, do one of the Following: 
• Edit or Interact with a Lead from their General Information Screen
  • View and Edit the General Information of a Lead (or contact)
  • Change the Opt-in status from Bounced to Subscribed
  • Convert a Lead into an Opportunity or Add an Additional Opportunity to a Lead
  • View, Edit, and Delete a Lead’s Opportunity
  • Lead Notes: Add, View, Edit, and Delete
  • Tasks Related to this Lead: Add, View, Edit, and Delete
  • Lead Appointments: Add, View, Edit, and Delete
  • Email a Contact from the Quick Info Square
  • Email a Contact from the Lead's Navigation Bar
  • View the Marketing Email Tracking Analytics
  • View, Edit, Amend, or Process this Lead’s Transaction(s)
  • Access all the Forms Submitted by this Lead
  • Access all the Documents and Files this Lead has Submitted
  • View a Timeline of the Activity Related to this Lead 
• Lead Data Management
  • Rules and Recommendations for Importing Data
  • Import Lead Lists
  • Verify and Validate Lead Lists with Bildhive’s Validation Process
  • Skip the Verification Process
  • Export Contact Lists
  • Export Filtered Leads
  • Bulk-Delete Unsubscribed Leads
  • Bulk-Delete Bounced Leads
  • View a History of the Lead Data Management Actions

Get Started

Launch the Customer Relationship Management App (CRM)

1. Go to the project’s Workplace

2. Under the Customer & Transaction Management section, find the Customer Relationship Management App (CRM) 

3. Click on it 

My Work Day Dashboard

Intro: My Work Day Dashboard is the CRM’s Homepage. This dashboard provides a bird's eye view of your sales activity and workload. 

!! The dashboard will be Empty until…

you begin acquiring Leads and engaging with them. Use any of These Options. 

As soon as you acquire leads, your dashboard will show the following information:

Leads at a Glance

• Total Leads (The total number of Leads Independent of their Lead Score)

• Total Active Leads (The total number of Leads with a Lead Score of 4 or More)

• Total Active Opportunities (Total number of Opportunities in the Sales Pipeline)

• Total Unsubscribed ((Total number of Potential Leads that have unsubscribed from the project)

Tasks and Appointments at a Glance:

• Task Details ( A summary of your Completed Tasks)

• Appointments by Month, Week, or Day ( A summary of the Appointments for the Month, Week, or Day)

• Task Status (by Month, Week or Day)

• Closed Deals ( by This month, Last Month, Last Quarter, This Week, or Today)

!!  Do you want to learn more about moving Opportunities through the Sales Pipeline? Read CRM-2

!!  Do you want to learn how to organize your day with Bildhive?  Read CRM-3

CRM’s Main Navigation Options

On the Left Side of the screen, you can find the Main or Left Navigation Bar. Use it to navigate to the following sections:

• My Work Day. This is the Homepage and it provides you with a bird’s eye view of your Sales Activity and Workload.

• Leads. Select this option to see a list of all your Leads with details about each one.

• Opportunities. Select this option to go to your Sales Pipeline. Click Archived from the submenu, to open your Archived Opportunities.

• Email. Select this option to go to your Inbox where you can read your emails or compose new ones. Click Sent from the submenu, to navigate to your Sent Emails.

• Calendar 

Select this option to view a calendar with your Tasks, Appointments, and Closing Dates for your Opportunities.

• Tasks. 

Select this option to see a list of all your Active tasks. Select Completed from the submenu, to view your Completed Tasks.

• Appointments. Select this option to Schedule Virtual Meetings, Phone Meetings, or Sales Center Visits with your contacts.

• Events. Select this option to Schedule Virtual or Physical Events

• Settings. Select this option to: 

  • Integrate to your Email Account, Create Email Signatures and Templates, and Add Custom Fields to your Lead List, Sales Pipeline, and Task List. 

  • Configure your Meeting Settings as well as allow prospective users to schedule meetings DIRECTLY from your Website or Landing page

  • Import  or  Export Data, Bulk Delete Data, and view Data History

!! STOP.   Make Sure to Connect to Your Email Account. 

To see your Emails or schedule Appointments, you need to Integrate with your Email Account. Follow These Steps. 

Define the Email Settings 

Connect to your Email Account Using the Integrations Tab

!! Connecting to your Email Account is NOT mandatory, BUT,

Connecting enables you to send Emails to your contacts and Schedule Appointments Directly from your CRM app. It also allows prospective users to Set-up Meetings DIRECTLY from your Website or Landing pages.

1. To connect to your Email Account, go to the Left Navigation Bar and select Settings 

2. On the Settings Submenu, under Email & Calendar Settings, select Integrations

3. In the Email Accounts section, select the Email Account of your preference and click Sign in

4. You MUST Allow Bildhive to Connect to your account 

5. This will bring you back to the Email Accounts Window and the Status will appear as Connected

6. To disconnect from your email account, click Disconnect 

!! The Connection will remain Active until you choose to Disconnect. It doesn’t matter if you Exit the Project and return at a Later Time.

!! TIP: Do you have a team of Independent Sales Agents working together on a project?

It is Recommended that ALL members integrate with the Sales Center’s Email Address as opposed to each one using their own. This integration ensures Visibility for the Entire team, allowing Management to Oversee all interactions and keeping the History of Correspondence in one place.

Connect to your Video Conferencing Account

1. Once you Connect to your Email Account, the Zoom Video Conferencing Section displays below the Email Accounts section 

2. As long as you have a Zoom Account, use this section to connect to it

!! There are other options for Virtual Appointments besides Zoom.

• If you use Gmail, you are Automatically connected to Google Meet

• If you use Office 365, you are Automatically connected to Teams 

• If you use Outlook, you can ONLY use Zoom

Add a Signature to Your Emails

1. To configure your Signature, go to the Left Navigation Bar and select Settings

2. Under Email & Calendar Settings, select Email Signature

3. The General tab is open by default 

4. Enter the Information that you want to appear in your signature

5. Once your Email is Integrated and the Appointment Widget URL is entered in the Meetings Settings, you can then slide the slider to Show the Appointment Widget URL

6. You can see a preview of the signature in the Signature Preview field to the far right of the main stage

7. To copy the options into another project, go to the bottom of the Signature Preview,and click Export

8. Then, in the Export pop-pup, select the Project from the dropdown menu and click Export

!! Do you want to Delete your Signature from an Email?

If you do not want your Signature to appear on your email, simply Deactivate it.  Follow These Steps.

Add a Logo and Social Profile to your Signature

1. To add a Logo to your signature, click the Logo tab next to the General tab and select a, previously uploaded, logo from your Media Library and click Select

2. Or Drag and Drop it in the field

3. To add a Social Profile, first, click on the Social tab, then, at the bottom, click Add More 

4. On the Add Social Profile pop-up, first, click the Arrow to open the Dropdown Menu and select a Platform 

5. Then, click on the Add Social field and enter your Link

6. Click Create

Select a Different Layout for your Signature

1. To select a different Signature Layout, click the Design tab and select a different Layout

2. Click Save

3. All your Emails will Automatically include your Signature

!! About Uploading to the Media Library: 

If you have not uploaded the Logo to your Media Library yet, you can upload it now using the Content Asset Management System (CAMS). Please Follow These Steps if you don’t know how to upload to the Content Asset Management (CAM). Make sure to follow the Bildhive Asset Preparation Guidelines when preparing your assets.

!! About File Formats and Folders: 

Different Sections in the Bildhive Platform require you to upload files in Specific Formats. When a section requires a jpeg or png Format, only the existing files with those formats will be Listed in the Media Library.

Hide your Signature on an Email

1. When Composing the email, locate the Show Email Signature button below the Subject field and Slide the radio button to the LEFT

Create an Email Template

1. To add an email template, go to the Left Navigation Bar and select Settings 

2. On the Settings Submenu, under Email & Calendar Settings, select Email Templates 

3. At the bottom of the Templates Screen, click Add New Template

4. Type the Subject* and Message*, and Stylize the font and paragraph

5. Upload an Attachment, if needed

6. Save your Template

7. On the Templates List, to the Right of your template, you can Preview, Edit or Delete a Template

8. To copy the options into another project, go to the bottom and click Export

9. Then, in the Export pop-pup, select the Project from the dropdown menu and click Export

*Mandatory Fields.

Add Custom Lead Fields, Status Labels, Tags, and Source Options

!! Do you need to Delete or Edit a Custom Field?

Even though you can add custom fields from many sections of the app, you can Only Edit or Delete them through the Settings on the Left Navigation Bar.

Custom Lead Fields: Add, Edit, or Delete

1. To Add, Edit, or Delete a Custom Lead Field, go to the Left Navigation Bar and select Settings 

2. On the Settings Submenu, under Customization, select Leads 

3. The Custom Fields tab opens by default 

4. At the bottom of the section, click Add Custom Field

5. Enter the Name* of the field, select Required if this should be a required field, and from the Field Type* dropdown select a type of field

6. Enter a Default Value if required

7. Click Create

8. To Edit or Delete a Custom Field, select Settings on the Left Navigation Bar

9. On the Settings Navigation Bar, under Customization, select Leads 

10. Make sure you are in the Custom Fields Tab, 

11. Locate the Field in the list, go to the Right of the field, and click Edit or Delete

12. Once you make the necessary adjustments, click Update

13. To copy the options into another project, go to the bottom and click Export

14. Then, in the Export pop-pup, select the Project from the dropdown menu and click Export

*Mandatory Fields.

!!  About Default Values.

 These are values that are Pre-filled to guide the end users.

!!  It is important t setup your Lead custom fields BEFORE you import Leads.

Custom Lead Status: Add, Edit, or Delete

1. Select Settings on the Left Navigation Bar

2. On the Settings Navigation Bar, under Customization, select Leads

3. Click the Status tab

4. To add a new Custom Status, go to the bottom of the section and click Add Status

5. Enter Name*

6. Click Create

7. To Edit or Delete a Status, select Settings on the Left Navigation Bar

8. On the Settings Navigation Bar, under Customization, select Leads 

9. Make sure you are in the Status Tab, 

10. In the Status List  locate the status Option you want to edit or delete, go to the Right of the field, and click Edit or Delete,

11. Once you make the necessary adjustments, click Update

12. To copy the options into another project, go to the bottom and click Export

13. Then, select the Project from the dropdown menu and click Export

*Mandatory Fields.

!! How come some Status Options are locked?

New, Contacted, Qualified, and Unqualified are Default Status Options that cannot be Edited or Deleted. 

Custom Lead Tags: Add, Edit, or Delete

1. Select Settings on the Left Navigation Bar

2. On the Settings Navigation Bar, under Customization, select Leads

3. Click the Tags tab

4. To add a new Custom Tag, at the bottom of the section, click Add Tag

5. Enter Name*

6. Click Create

7. To Edit or Delete Tags, select Settings on the Left Navigation Bar

8. On the Settings Navigation Bar, under Customization, select Leads 

9. Make sure you are in the Tags Tab 

10. In the Tags List,  locate the Tag you want to edit or delete, go to the Right of the field, and click Edit or Delete

11. Once you make the necessary adjustments, click Update

12. To copy the options into another project, go to the bottom and click Export

13. Then, select the Project from the dropdown menu and click Export

*Mandatory Fields.

Custom Lead Source Options: Add, Edit, or Delete

1. Select Settings on the Left Navigation Bar

2. On the Settings Navigation Bar, under Customization, select Leads

3. Click the Source tab

4. To add new Sources, at the bottom of the section, click Add Source

5. Enter Name*

6. Click Create

7. To Edit or Delete a Source, select Settings on the Left Navigation Bar

8. On the Settings Navigation Bar, under Customization, select Leads 

9. Make sure you are in the Source Tab 

10. In the Source List  locate the Source you want to edit or delete, go to the Right of the field, and click Edit or Delete

11. Once you make the necessary adjustments, click Update

12. To copy the options into another project, go to the bottom and click Export

13. Then, select the Project from the dropdown menu and click Export

*Mandatory Fields.

!! How come ‘No Source’ is locked?

No Source is a default lead source Option applied if a Sales Rep does Not Enter a source. Lead Source will be automatically added when a form is filled. When you are adding a Lead manually, you have to add source manually.

Custom Opportunity Fields: Add, Edit, or Delete

1. Select Settings on the Left Navigation Bar

2. On the Settings Navigation Bar, under Customization, select Opportunities

3. The Sales Pipeline tab opens by default, use this tab to Add a Stage, assign a Color, and Win Probability percentage

4. Select the Deal Sources tab to Add a New Source

5. Select the Loss Reasons tab to Add a Reason

6. To Edit or Delete a Custom Field for Opportunities, select Settings on the Left Navigation Bar

7. On the Settings Navigation Bar, under Customization, select Opportunities 

8. Click on the Sales Pipeline, Sources, or Loss Reasons tab 

9. In the List  locate the Option you want to edit or delete, go to the Right of the field, and click Edit or Delete

10. Once you make the necessary adjustments, click Update

11. To copy the options into another project, go to the bottom and click Export

12. Then, select the Project from the dropdown menu and click Export

!! How come No Source is locked?

No Source is a Default Lead Source Option applied if a Sales Rep does not enter a source.

Custom Task Types: Add, Edit, or Delete

1. Select Settings on the Left Navigation Bar

2. On the Settings Navigation Bar, under Customization, select Tasks

3. To add a new Task type, at the bottom of the field, click Add Type

4. Enter a Name*

5. Click Create

6. To Edit or Delete a Task Type, select Settings on the Left Navigation Bar

7. On the Settings Navigation Bar, under Customization, select Tasks 

8. In the Task Type List  locate the Task Type you want to edit or delete, go to the Right of the field, and click Edit or Delete,

9. Once you make the necessary adjustments, click Update

10. To copy the options into another project, go to the bottom and click Export

11. Then, select the Project from the dropdown menu and click Export

*Mandatory Fields.

!! How come some Task Options are locked?

There are three Default Task Options: To Do, Call, and Follow Up. They cannot be edited or deleted.

Custom Sentiments: Add, Edit, or Delete

1. On the Settings Navigation Bar, under Customization, select Tasks

2. Then, at the top, next to the Task Types tab, choose the Sentiments tab

3. To add a new Sentiment, at the bottom of the field, click Add Sentiments

4. Enter a Name*

5. Click Create

6. To Edit or Delete a Task Type, select Settings on the Left Navigation Bar

7. On the Settings Navigation Bar, under Customization, select Tasks 

8. In the Task Type List  locate the Task Type you want to edit or delete, go to the Right of the field, and click Edit or Delete,

9. Once you make the necessary adjustments, click Update

10. To copy the options into another project, go to the bottom and click Export

11. Then, select the Project from the dropdown menu and click Export

*Mandatory Fields.

!! Why are some Sentiments locked?

The locked sentiments are default options and cannot be edited or deleted.

Configure your Meeting  or Appointment Settings

Open the Meetings Settings

1. On the Left Navigation Bar, Select Settings

2. On the Settings Submenu, under Customization, select Meetings

Configure the Meeting Dates, Types, Times, Duration, Minimum Notice Time, and Buffer Time

1. Select Rolling Weeks or Custom Date Range and select a Range*

2. From the Select your Preferred Meeting Type dropdown, select all the options that apply

3. Enter the Days of the Week and Available Time Ranges* when people can Book a meeting in your calendar

4. From the Duration* dropdown, select the Length of the meetings

5. From the Minimum Notice Time dropdown, select the minimum time between when a meeting is Booked and when it can Take Place

6. From the Buffer Time dropdown, select how much Time should pass Between the End of a Meeting and the Beginning of the Next One

*Mandatory Fields

!! TIP. Provide More Than One Duration Option.

This way, the client can Decide whether they need a Short or a Long meeting.

Reset your Appointment Settings

1. On the Left Navigation Bar, Select Settings

2. On the Settings Submenu, under Customization, select Meetings

3. At the Top Right of the Meetings screen, click Reset Settings

4. Enter the New setting Information

Configure your Meeting Reminders and Appointment Booking Widget

Schedule a Pre-Meeting Reminder for Yourself

1. In the Pre-meeting Reminder Section, select how long before a meeting you would like to receive a Reminder Email

2. If you are Logged into Bildhive at the time, you will see a Pre-meeting Notification pop up

The Appointment Booking Widget

!! What is the Appointment Widget?

It is a Component that you can add to a Website or Landing Page to enable prospects and customers to Book Appointments. It also allows Clients to Reschedule Appointments directly from their Confirmation Emails. 

Click Here to Learn How to add it to your Website or Landing Page.

!! What happens If Multiple team Members are logged into the Appointment Booking Widget?

The prospects and customers will be able to select from the Combined Appointment Options entered by the members of the Sales Team. Meetings will be assigned in a Round Robin fashion based on when team members Configure their Meeting Parameters.

Provide Prospects With The Option To Reschedule Their Appointments Via Their Confirmation Email

1. To allow your Prospective clients to Reschedule their Appointments, you need to Copy and Paste the Appointment Widget URL from the Website/ Landing page that Contains it 

2. If the Website or Landing Page Have Not Been Published, you Must use the URL of the Preview

3. To find it, Open the Website & Landing Page Builder (WLPB)

4. Select the Project that contains the Appointment Widget

5. Preview the Page that Contains the Widget and copy the URL that appears in the Top Bar 

6. Then, go back to the CRM, and from the Left Navigation Bar, click Settings

7. On the Settings Submenu, under Customization, select Meetings

8. On the Meeting Settings Screen, Scroll to the Appointment Widget URL section and Paste the Widget URL

!! STOP.   Once the Website or Landing is Published, you MUST replace the URL with the URL of the Live Site. 

Just Open the published website, go to the page that contains the Appointment Widget, copy the URL, and paste it into the Appointment Widget URL section of the CRM’s Meeting Settings.

What Users See When Booking Appointments on the Website

Turn On the Confirmation Email Option and Configure the Email

1. To send a Confirmation Email to the Client and allow them to Reschedule or Cancel an Appointment, go to the Left Navigation Bar and select Settings then Meetings 

2. Scroll down to the Email Notifications section, and make sure the Confirmation Email option is Turned On 

3. To Turn it Off, Slide the button to the Left 

4. You can upload a Logo

5. Then Enter a Subject* and a Preheader*

6. You can Preview the Email and send a Test Email

*Mandatory Fields. 

Turn On the Pre-meeting Reminder Email

1. If you want your prospects/ customers to Receive a Pre-meeting Reminder Email, go to the Bottom of the Email Notifications Section and Slide the Pre-Meeting Reminder Email slider to the Right

Export Custom Fields from one Project to Another

Export your Custom Fields to Another Project

1. From the Left Navigation Bar select Settings then click on the setting you want to export

2. At the Bottom of the screen, click Export Custom Fields

3. From the Projects dropdown list, select the Project into which you want to export the Settings

4. Click Export

5. Your settings will now be setup in the Selected Project

6. Repeat the proces with the rest of the settings that need exporting

How to Add Leads 

Introduction:

 In the CRM App, you can add leads in one of four ways:

• By collecting information through Forms and Surveys at different touchpoints

• By uploading acquired Leads Lists 

• By entering the New Leads Manually

• Additionally, a lead will be Automatically Added to the Lead List when a person schedules an appointment using the Appointment Widget on a Landing Page or Website 

Add Leads Through a Form or Survey

Add Leads Through a Form or Survey

1. To add leads from a Form or Survey, first Configure the Form or Survey using the Form & Survey Configurator (FSC) 

2. Then, Add the Form or Survey to your Landing Pages or Website using the Website and Landing Page Builder (WLPB) 

3. Once a prospective buyer fills out a form, their information is automatically Entered into the CRM 

!! Prospective Buyers who fill out forms or surveys become Leads.

The Information they provide in the form is collected and Saved into your CRM.

Use Zapier to Import your Social Media Leads

What is Zapier?

Zapier allows you to automate workflows between different apps. and automate tasks like transferring leads from Facebook to Bildhive. These workflows are called Zaps 

!!  The article, Use Zapier To Track Your Social Media Lead Ads In Bildhive, guides you on how to set up Zapier.

Example of how Zapier works

Import Leads from Acquired Lists

Set Up Custom Fields 

Although Bildhive provides you with a comprehensive list of Default Fields, we cannot anticipate all your needs, so we have provided you with the option to add Custom Fields. If necessary, add custom fields BEFORE importing your Data. 

1. To add a Custom Field, go to the Left Navigation Bar and select Settings

2. In the Submenu, under Customization, click Custom Fields

3. Go to the Bottom of the page and click Add Custom Field

4. In the New Custom Field pop-up, Add a Name*, a Field Type*, and, if required, a Default Value

5. Click Add Field

6. Repeat this process for all fields you need to add

*Mandatory Fields

!! Open the file below for a List of Default Fields in the CRM

The file Headers represent the Default Fields.

Data Template for Customer Relationship Management (CRM)

Organize your Excel File

1. Builders have their unique approaches to Organizing data files in Excel. Even though it is not Mandatory, it is recommended that you reorganize your files following Bildhive’s CRM Import Data Template to ensure a Smooth Data Import

2. Use this file as a Template CRM-TEMPLATE To Import Leads
3. Use this file as a Sample: CRM-SAMPLE file To Import Leads

!! Why is it recommended to follow Bildhive’s File Structure?

Importing data into Bildhive requires Mapping the Headings in your document To Fields in the Customer Relationship Manager. By following Bildhive's File Structure, this mapping becomes Straightforward.

Save your File as CSV 

1. Bildhive Requires CSV format for Data Import

2. Once your Excel file is Ready, do the following to save it as a CSV

3. If you are using a Mac, go to the Top Bar and click File, then select Download, and from the Submenu, select Comma Separated File (.csv)

4. If you are using Microsoft, switch to the File tab, then select Save As, and from the dropdown select CSV Comma Delimited file

5. Unless you specify otherwise, your file is Saved in your Downloads Folder

!! What are CSV files and why do we need them?

A CSV is a comma-separated values file. These files are used to export and organize a high volume of data. It is a spreadsheet that contains a.csv extension.

Import your CSV File 

1. On the Left Navigation Bar, click Settings 

2. In the Submenu, on the Data Management Section, select Manage Data 

3. Make sure the Import from CSV tab is Selected

4. Click Browse to open your Asset Library

5. If you’ve already Uploaded your CSV file, select it and then click Select

6. Otherwise, Upload it now

!!  What does the Maximum Number of Upload Records Mean?

When you upload a CSV file to Bildhive, it is essential to note that it should contain less than 15,000 rows -excluding the column headers. If your CSV file has more than 15,000 rows, divide it into smaller files and upload them separately. 

!!  Why do you see an 'IMPORT' tag with a number next to it on the Lead Screen after importing your leads?

When you import leads, they will automatically be tagged as IMPORT. If you ADD any other Tags, the number of tags will appear next to the IMPORT tag on the Lead Screen. For example, if you add One more tag, you will see +1 next to the IMPORT tag. If you add two tags, you will see +2 next to the IMPORT tag, and so on.

Map the Headings

1. Once you Select your file, the Import from CSV window opens

2. On the Left Side, you will see a list of Headings 

3. Each Heading represents a Column in the CSV file

4. On the Right Side, there is a series of Dropdowns with a list of the Fields in the Client Relationship Management App

5. Begin by Mapping the Initial Heading—simply click on the dropdown menu directly opposite it

6. From there, Choose the Field that Aligns with the heading

7. This action will automatically Populate the corresponding Field in the Home Model Configurator with the Data from the column in your CSV file

8. Continue Mapping the rest of the Headings with their corresponding Fields 

9. Fields are in Alphabetical Order

10. Select Ignore if you don’t want a field to Populate

11. Select Preview to check how the fields are going to be mapped

12. Select Import to populate the fields with the data

13. Once the Data is Imported, the leads are added to your Lead List

!! What happens if a Lead in the Imported List already exists in the CRM?
If the imported list contains Outdated Information for a contact, simply Enable the Preserve option located to the Right of the Fields. This Ensures that the existing Information in the system is Retained. 

Conversely, if the imported Data Is New and you want to Update the CRM with the latest information, Refrain from Selecting the Preserve option. This way, the CRM will be Updated with the new information from the import.

Check if the Import was successful

1. Once you select Import, a notification slides in informing you if the import was completed

2. It is also good practice to go to Manage Data/ History Tab where you can check whether the import was a Success or a Fail (and the reason why it failed)

3. As well, you will receive an Email informing you, when an Import Fails and the reasons why

4. If you have questions, contact [email protected]

!! Are you missing Information? 

Check the Customized Columns setting located at the top of th Leads List. There is a Limited Number of columns that appear on the list, but you can change which columns are visible and which are invisible.

!! Not all the information can be uploaded with Data Import. 

You will have to enter some information manually.

Import New, Additional, or Adjusted Data

1. Ideally, the Import process should be done Once at the Start of a Project

2. For Minor Updates, it's best to Add information Manually

3. However, if you Need to do Another Import, enter the data in the template, save it as a CSV file, and then import it into Bildhive

4. This will Update any Fields that Match Existing Mapped Information

!! Heads-Up:

Fields will be Overwritten with the new data. When you import entirely NEW DATA, the existing information will remain Unaffected.

Manually Enter Leads

Manually Enter Leads

1. To Manually enter Leads, go to the Left Navigation Bar and select Leads 

2. At the Top Right corner, click Add New 

3. From the Dropdown Menu, select Leads 

4. In the Add New Contact pop-up, fill in the fields 

5. Click Create

6. The New Lead will be listed in the Leads List

Info: About Visibility 

The Visibility field is located at the bottom of the Add New pop-up. Here you can specify whether the Lead's Information is Visible to Everyone in the team or only to the Sales Owner(s). The person who Creates the Lead is considered the Sales Owner. Others on the team may only be able to View a Lead, but not Edit or Delete it, depending on the Privileges they were granted on the Team Configurator (TC) App.

!! Heads-UP 

When you enter a lead manually into a project, it only gets added to that specific project, independ if there are other projects linked to it. 

The Lead List

About The Lead List

Intro: The Lead List is where all your Leads are listed. It displays the following information by default:

• Name

• Email address

• Tags (you can assign tags in forms and surveys or you can add a tag manually) 

• Sales Owner(s) (You can assign a single owner or multiple owners if working in a team)

• Lead Status (New, contacted, qualified, or other custom status to indicate where the lead is going.)

• Lead Score  (assigned automatically, read the info note below)

• Lead Source (email, call, website registration form, etc) 

• Last Updated Date (last time the sales rep. did any updates on a Lead)

• Inactive Days (Number of days since the last update.) 

• Opt-In Status (Subscribed or Unsubscribed. Roll-over the Unsubscribed button to view the reasons why the person unsubscribed from the email campaign)

• Created At (Date when the Lead was created)

!!  The Last Updated Date will reflect the most recent changes in the following scenarios:

• Editing a contact’s details

• Reverting a contact's opt-in status to "opt in"

• Importing a contact where the lead already exists

• Updating purchaser information in a transaction

• Submitting a form when the lead already exists

• Requesting a meeting using the appointments widget when the lead already exists

• Adding or removing a note

• Bulk assignment of contacts to a representative

• Creating a transaction when the lead already exists

• Lead unsubscribing from the project

!!  The columns on the list can be Rearranged or Customized. 

To Adjust your lead list, follow these steps.

Bildhive’s Smart Lead Score Logic:

1. Lead Score Increase Logic-Default Settings:

• If a lead Submits A Form From The Website, the system Adds 15 Points 

• If a lead Submits Walk In Form, the system Adds 10 Points

• If a lead Submits A Survey Form, the system Adds 6 Points Added 

• If a lead Clicks On Any Link In The Email, the system Adds  4 Points

• If a lead Opens Email, the system Adds 2 Points

2. Lead Score Decrease Logic-Default Settings:

• If a lead Does Not Interact (Open/Click) within 1.5 Times the Average Email Sends Window the Lead Score gets Reduced by 10% 

• If there is still No Interaction After 10 More Days, the remaining Lead Score is further Reduced By 20%

• Every 10 Days After That, the Lead Score will continue to Decrease Incrementally until it eventually reaches Zero

!! The lead score that gets applied to a Parent will also get applied to the same lead in a Linked Project. 

So, if this project has any Linked Project(S), the score will be Applied to the lead in ALL the Projects that are Linked.

View your Lead List

1. To access your Lead List from My Work Day, select Total Leads 

2. To access your Lead List from the Left Navigation Bar, select Leads

3. This will open the Lead List Screen

Rearrange or Customize the Lead List

Info: You can make the following adjustments to the appearance of your Lead List: 

• You can Hide, Add, or Change the order of the Columns

• You can Filter the information

• You can Sort the information (Alphabetically / Numerically. Ascending to Descending or vice-versa.)

• You can use the Search Bar to search for a lead

• You can do Bulk Actions, like Assign To, Delete, Apply Tags, or Delete Tags

!!  There is a Limited Number of columns that appear on the list,

You can change which columns are visible and which are invisible.

Hide, Add, or Change the Order of the Columns in the Lead List

1. At the top of the Lead List Screen, below the Add New button, click Customized Columns to open the Columns drawer

2. In the Columns drawer, Un-check Visible columns to Hide them

3. Checkmark Hidden Fields to make them Visible

4. Click, Drag, and Drop a field to Rearrange the order

5. To Close the drawer, go to the top right of the Fields drawer and click the X

6. Marketing Workflow

Filter the information on the Lead List

1. At the top of the Lead List screen, below the Add New button, click Filters 

2. In the Filters Drawer, select the Filter(s) that you want to apply

3. If there is more than one option in the type of filter, select an option from the Dropdown menu

4. At the bottom of the drawer, click Apply Filter

5. To Clear the filter selections and go back to the Default settings, go to the top of the drawer and click Clear Filter

6. Marketing Workflow

Info: About the Opt-In Status.

This option allows you to filter the Subscribed, Unsubscribed, and Leads whose email has Bounced.

Bulk Actions: Assign Lead To a New Owner, Delete Leads, Apply Tags, Delete Tags, Update Lead Source, Select All Leads on a Page, or Select All Leads in the List

1. To display the Bulk Actions Menu, select, at least, Two of your Leads

2. Once the Menu Opens at the Top of the List, select the Bulk Action of your choice

3. To select All the Leads on the PAGE, go to the top Left and click the Square that appears to the left of the word Name

4. To select All the Leads on the LIST, click the small gray Expand Arrow located to the Right of the select all Square, and click Select All Leads

!! A Heads-Up when selecting all the leads on the LIST. 

There are only Two Bulk Actions you can perform to the Totality of the leads: Apply Tags and Delete Tags.

!! What is the Update Lead Source used for?

It is important to assign a Unique URL to every form or survey to Enable Tracking. If Multiple Surveys or forms share the same URL, you can simply Select the Leads that originated from one of the surveys or forms and Update the source to the correct one.

Use the Lead List to Access and Edit a Lead’s Information and Interact with them

Introduction: The Bildhive CRM offers several Editing and Action tools that make it easy to interact with Leads. No matter where you are in the CRM, you can access these tools with a minimum number of clicks.

Access the Lead’s Editing and Interaction Tools Directly from the Lead List:

1. From the Lead List, click on the Three-Dot Action Menu to the Right of each lead and select an Action:

 •Quick View  •Edit Contact •Add Note related to this Contact •Schedule an Appointment for this Contact •Write an Email to this Contact •Add an Opportunity to this Contact •Add Transaction •Delete Contact

2. From the Lead List, click Directly on a Lead to open the Quick View Card and select an Action: 

• Edit Contact •Email Contact •Delete Contact • Convert Lead  • Add Opportunities to this Contact •Add Notes and Tasks related to this Contact •Schedule an Appointment for the Contact •Write an Email to the Contact • View this Contact’s Timeline

3. Click on the Details Tab to view this Contact’s Details

!! Can’t see the Three-Dot Action Menu?

Depending on the size of your screen, you might need to scroll right. Whenever the scroll bar isn't visible, you must press Control or Command and use the mouse to scroll up and down. You will see the page scroll sideways.

Edit a Lead’s General Information and Communicate with Them Directly From the Lead List

Introduction:

This General Information Screen is the screen where all the Lead's information and details are displayed. Any actions taken from this section will Impact the Lead Directly. 

The Name of the Lead appears at the Top Left of the main stage and on the Quick Info Square below it. The Opt-In Status (subscribed, unsubscribed, or bounced) appears next to the Quick Info Square. 

To Open the Lead’s General Information Screen, do one of the Following: 

1. From the Lead List, click on the Three-Dot Action Menu and select Edit Contact

2. From the Quick View Card, go to the Lead’s Name, and below it, click the Edit Icon

3. From the Quick View Card, go to the Top Right of the card, locate the Small Arrows, and click them

!! Can’t see the Three-Dot Action Menu?

Depending on the size of your screen, you might need to Scroll Right. Whenever the Scroll Bar Isn't Visible, you must Press Control or Command and use the mouse to Scroll Up and Down. You will see the page Scroll Sideways.

Edit or Interact with a Lead from their General Information Screen

Introduction: The Leads Navigation Bar is located directly below the Quick Information Square. This bar allows you to switch between Editing your Lead's information, Interacting directly with your Lead, and keeping yourself Organized. The options are as follows: 

• General Information*** View and edit the personal information of a Lead

• Opportunities Add an Opportunity to a Lead*** or View, edit, or delete the opportunities this lead already has** 

• Notes*** Add, view, or edit a note regarding the Lead 

• Tasks *** Create a task regarding the Lead 

• Appointments *** Schedule an appointment regarding the Lead

• Events * 

• Email *** Send and Receive emails to and from the Lead

• Marketing Email Tracking* View a list of the marketing emails that this specific Lead has received, opened, and clicked through. For a full analytic report, use the Reports and Analytics App 

• Transactions*** View a Summary of this Lead’s transactions, Open the Transaction Management App to start a Transaction, or Add Amendments to an existing one 

• Form Submissions** Access all the forms that this Lead has submitted

• Attachments** Access a collection of documents that the Lead has submitted. These include deposits, credit information, etc. 

• Timeline** View a thread of events with regard to the Lead 

 Info:

*** Can also be accessed from the Three-Dot Action Menu & the Quick View Card            

 ** Can also be accessed from the Quick View Card

  * Can only be accessed from the Lead’s Navigation Bar

View and Edit the General Information of a Lead (or contact)

1. From the Three-Dot Action Menu or the Quick View Card, select Edit Contact to Open the Lead’s General Information Screen

2. Go to the Lead’s Navigation Bar and select General Information

3. Edit or make Additions to the General Information of the lead by selecting or entering the information in the appropriate field(s)

4. If Tags were added to the forms or surveys in the Forms and Surveys Configurator, or to the Lead, you can select a Tag from the Dropdown Menu

5. Set the visibility to Everyone or click on the arrow and select Sales Owners Only from the dropdown menu 

6. In the Sales Owner(s) field, Add the Sales Owners who are allowed to see this Lead by selecting them from the Dropdown Menu 

7. To Delete any name from the Sales Owners’ list, click on the X next to it

8. To Add a Custom Field, first Scroll Down to the bottom of the General information screen and click Add Custom Field, then enter all the required Information and click Create

! Where does the Source URL come from, and why is it locked?

Whenever a Prospective Buyer fills out a Form on a Landing Page or Website, the form's URL is Automatically Entered in this field.

Info: To create custom Tags, Follow These Steps

!! Why has a contact’s Opt-In Status changed to Bounced?

An email campaign was sent to this contact but bounced. Incorrect email addresses are often to blame. To ensure this contact continues to receive email broadcasts, you must change the opt-in status to Subscribed and adjust the email address.

Change the Opt-in status from Bounced to Subscribed

1. To Change the Opt-in status from Bounced to Subscribed, open to the Lead List and, under the Opt-in Status column, find the Bounced contact  

2. Click on the Three-Dot Action Menu to the Right of the Status and, from the Menu, select Edit Contact to open this lead’s General Information Screen

3. Go to the Top of the Screen and, under the Opt-In status, click Bounced, and then, select Change to Subscribed

4. Then, Scroll Down to find the Email Field 

5. Adjust the Email Address

6. Scroll to the Bottom of the General Information Screen, and click Save

7. This Contact will be Unflagged and further Emails will be Sent to them

Convert a Lead into an Opportunity or Add an Additional Opportunity to a Lead

1. To Convert a Lead into an Opportunity or Add an additional Opportunity to them, do one of these things:

• From the Lead’s General Information Screen, click Convert Lead on the Quick Info Square

• From the Lead’s Navigation Bar, select Opportunities and click the +Plus sign at the top of the Opportunities List

• From the Lead’s List, locate the lead you want to convert, click on the Three-Dot Action Menu and select Add Opportunities to open the Add New Opportunity pop-up

• From the Lead’s Quick View Card, click Convert Lead or the +Plus sign to the right of Opportunities

2. When the Add New Opportunity Pop-Up opens, enter the Lot*

3. The Primary Contact field is pre-populated with your Lead’s name

4. Enter an Estimated Opportunity Close Date*

5. Select a Deal Stage from the Dropdown Menu or Add a New Stage*

6. Enter a $ Value*

7. From the Deal Source Dropdown menu, select a Deal Source or Add a New Source

8. From the Visibility Drop Down menu, Select Everyone or Only Sales Owner(s) 

9. The Sales Owner(s) field is pre-populated with the Lead Owner(s), but you can add owners from the Dropdown Menu or delete those you do not want

10. In the field titled Interested In, describe the Opportunity

11. Click Create

Info: The new Opportunity is added to your Lead and is listed in your Sales Pipeline.

!!  You can Add More Than One Opportunity to a Lead or Contact. 

View, Edit, and Delete a Lead’s Opportunity

1. From the Three-Dot Action Menu or the Quick View Card, select Edit Contact to Open the Lead’s General Information Screen

2. From the Lead’s Navigation Bar, below the Quick Info Square, select Opportunities

3. This will display a list of the Opportunities related to this Lead and the basic Info about each opportunity

4. Click the Arrow next to the Status of the Opportunity to change the status

5. Click the Eye icon to open the Opportunity’s Quick View Card 

6. Click the Edit icon to go to this Opportunity’s General Information Screen

7. Click the List icon to go to your Sales Pipeline

8. To Get Rid of this Opportunity, click Delete

Lead Notes: Add, View, Edit, and Delete

1. To add a Note for this Lead from the Lead’s General Information Screen, go to the Lead’s Navigation Bar, and select Notes to open this Lead’s Notes List

2. At the top of the Notes List, click the Plus icon

3. In the Add New Note pop-up, fill in the information and click Create

4. The Note is added to the Notes List 

5. Click the Eye icon to open the Quick Preview of the Note

6. Click the Edit icon to Edit the Note

7. To Get Rid of this Note, click Delete

!! There are other ways to view your Notes List:

• In the Lead’s Quick View Card (click the Lead from the Lead List, then scroll down to Notes). 

• Or select Quick View from the Lead’s Three-Dot Action Menu and scroll down to Notes).

Tasks Related to this Lead: Add, View, Edit, and Delete

1. To add a Task for this Lead from the Lead’s General Information Screen, go to the Lead’s Navigation Bar, and select Tasks to open this Lead’s, Task List

2. At the top of the Tasks List, click the Plus icon

3. In the Add New Task pop-up, enter the information and click Create

4. The task is added to the Task List

5. Click the Eye icon to open the Task’s Quick View Card 

6. Click the Edit icon to Edit the Task

7. To Get Rid of this Task, click Delete

!! There are other ways to view your Tasks:

• In the My Work Day Dashboard (select My Work Day from the left navigation bar)  

• In your Calendar (select Calendar from the left navigation bar and click on the due date of the task) 

• In your general Tasks List (select Tasks from the left navigation bar)

• In the Lead’s Quick View Card (select the Lead from the Lead List or select Quick View from the Lead’s Three-Dot Action Menu and scroll down to Tasks. Click the Arrow to the Left of the Task Tab)

Lead Appointments: Add, View, Edit, and Delete

Info: About Scheduling Appointments

Below, we explain ONE of several ways to Schedule Appointments for your leads. Use this link Schedule and View Appointments to learn other options. 

1. To Add a new Appointment for this Lead, from the General Information Screen, go to the Lead’s Navigation Bar, and select Appointments

2. At the Top of the appointment list, click the Plus icon

3. Fill In the information and click Create

4. Your Appointment is added to the Appointment List organized by Today, Tomorrow, or Later

5. Click the Eye icon to open a Preview of the Appointment

6. Click the Edit icon to Edit or Delete the Appointment

7. To Get Rid of this Appointment, click Delete

!! Make Sure to Connect to Your Email Account. 

To Schedule Appointments, you need to Integrate with your Email Account. Follow These Steps. 

!! There are other ways to view your Appointments:

• In the My Work Day Dashboard (select My Work Day from the left navigation bar)  

• In your Calendar (select Calendar from the left navigation bar) 

• In your general Appointments List (select Appointments from the left navigation bar)

• In the Lead’s Quick View Card (select the Lead from the Lead List or select Quick View from the Lead’s Three-Dot Action Menu and scroll down to Appointments)

Email a Contact from the Quick Info Square

1. On the Lead List, click on a Lead to open the Lead’s General Information Screen

2.  At the Top Left of the Lead’s General Information Screen, locate the Quick Info Square and click the Email icon

3. The Add New Message pop-up opens

4. The Lead’s Email Address is pre-populated

5. Enter a Subject*

6. Slide Button to the Left if you don’t want to add your Signature to the Email

7. Enter the Message*

8. If you have created email Text Templates you can select them from the Dropdown menu

9. You can Upload an Attachment if you need to 

10. Go to the Bottom of the pop-up and click Preview 

11. On the message preview, click Send or Cancel

!! Make Sure to Connect to Your Email Account. 

To compose and view Emails, you need to Integrate with your Email Account. Follow These Steps.

Email a Contact from the Lead's Navigation Bar

1. On the Lead List, click on a Lead to open the Lead’s General Information Screen 

2. From the Lead’s Navigation Bar, select Email

3. The Lead’s Email List displays

4. To Compose a new Email, go to the Top of the list and click the Plus Sign

5. The Add New Message pop-up opens

6. The Lead’s Email Address will be pre-populated

7. Enter a Subject*

8. Enter the Message*

9. If you have created email Plain Text Templates you can select them from the Dropdown menu

10. You can Upload an Attachment if you need to

11. Go to the Bottom of the pop-up and click Preview

12. On the message preview, click Send or Cancel

*Mandatory Fields.

!! Make Sure to Connect to Your Email Account. 

To compose and view Emails, you need to Integrate with your Email Account. Follow These Steps 

View the Marketing Email Tracking Analytics

1. On the Lead List, click on a Lead to open the Quick view Card then click edit to open the Lead’s General Information Screen

2. From the Lead's Navigation Bar, select Marketing Email Tracking

3. This opens up a list of the Marketing Emails this Lead has received

4. You can review the Email Subject, Date Sent, Status, Opened, and number of Clicks, and Clicked Links

5. Click View to Preview the email

!!!  Heads-Up

The Marketing and Email Tracking only displays the Interactions for the Project you are in and any Linked Projects.

View, Edit, Amend, or Process this Lead’s Transaction(s)

1. Open the Lead’s General Information Screen and, from the Lead's Navigation Bar, select Transactions to open the Transaction(s) List

2. A Summary of the Transaction(s) is displayed

3. To View the Transaction, click the View Transaction Icon to the far right of the transaction summary

4. The Transaction Management App opens

5. You can View, Edit, Amend, and Void the transaction

6. To Process a Transaction, click Process Transaction to go to the Transaction Management App 

!! Do you want to Learn About the Transaction Management App?

Click Here for High-Rise Projects or Here for Low-Rise Projects.

Access all the Forms Submitted by this Lead

1. Open the Lead’s General Information Screen and, from the Lead's Navigation Bar, select Form Submissions to open a List of the Forms submitted by this Lead

2. Click on the eye icon to Preview a Form

!! Where are these Forms Coming from?

These are Registration and other types of forms and surveys Collected at the Different Touchpoints, like websites and landing pages.

Access all the Documents and Files this Lead has Submitted

1. Open the Lead’s General Information Screen and, from the Lead's Navigation Bar, select Attachments to open a List of Documents and Files the Lead has submitted

2. Click the Eye icon to Preview the Document 

3. Click the Download icon to Download the file

4. You can Print the file from the Browser

View a Timeline of the Activity Related to this Lead 

1. Open the Lead’s General Information Screen and, from the Lead's Navigation Bar, select Timeline

2. A Timeline of this Lead’s Activity displays

Lead Data Management

Rules and Recommendations for Importing Data

1. Maximum Number of Leads 

• Import a Maximum of 15,000 leads at Once

• If your list Exceeds the limit, Separate it into CSV files each with a Maximum of 15,000

2. Validation Process

• Before importing, Verify and Validate your email list

• Use a Lead Validation Service or Bildhive's Validation Process

3.  Bounced Emails Impact 

• Bounced Emails negatively affect your Reputation

4. Bildhive’s Threshold 

• Bildhive allows a bounced email Threshold of 0.4%

5. Bounce Rate Handling

• If your broadcast Exceeds 0.4% Bounce Rate, Bildhive will Suppress Invalid Addresses and FLAG you

• Future imports will Require Validation or Bounce Cleaning to avoid SUSPENSION

• If Bounce Rate Is Below 0.4%, Bildhive Automatically Flags and Suppresses bounced addresses

• No Further Broadcasts are Sent to these Flagged Addresses

6. For any Questions or Concerns, contact [email protected]

7. To check email Reports, open the Report and Analytics App

!!  Do you need to Validate your List?

Run it through Bildhive's Validation Process or use a Lead Validation Service to do so.

Import Lead Lists

1. If you have Custom Fields in the File you are about to import, please Set Them Up BEFORE importing the Data

2. Reorganize your Excel file following Bildhive’s CRM Import Data Template to ensure a Smooth Data Import

3. Use this file as a Template CRM-TEMPLATE To Import Leads
4. Use this file as a Sample: CRM-SAMPLE file To Import Leads

5. Then, Save your Excel File as a CSV

6. Once you’ve prepared your file, go to the Left Navigation Bar, and click Settings 

7. In the Submenu, under the Data Management section, select Manage Data 

8. Make sure the Import from CSV tab is Selected

9. Click Browse

10. Select the CSV file from your Asset Library and click Select

11. Map the Headings of your CSV file to the Fields in the Dropdowns

12. Select Ignore if you don’t want a field to Populate

13. To Add a Tag to the List, enter the Tag in the Add Tags field

14. Select Preview to check how the fields were mapped

15. Select Import to populate the fields with the data

16. Click the History Tab to check if the Import was Successful
17. Once the import is done, it is good practice to Refresh your page before continuing

!!  Do you need to import Additional, Adjusted, or New Data?

Follow these steps.

!! About Uploading to the Media Library: 

If you have not uploaded the CSV Files to your Media Library yet, you can upload them now using the Content Asset Management (CAM). Please Follow These Steps if you don’t know how to upload to the Content Asset Management (CAM). Make sure to follow the Bildhive Asset Preparation Guidelines when preparing your assets.

!! About File Formats and Folders: 

Different Sections in the Bildhive Platform require you to upload files in Specific Formats. When a section requires a CSV Format, only the existing CSV files will be Listed in the Media Library.

Verify and Validate Lead Lists with Bildhive’s Validation Process

1. On the Verify Screen, select Verify your list before importing if you WANT to verify your list through Bildhive

2. The Verification Charges display either in USD or Canadian Dollars, based on the number of emails on the list

3. Click Import

Skip the Verification Process

1. If you have already Verified your list with Another Service or if you prefer to Skip the Verification Process, make sure NOT TO SELECT the Verify your lists before importing option when you reach the Verification Screen

2. Then click Import

!! Before you Skip the Verification, 

Make sure to Read the Rules and Recommendations for Importing
Data.

Export Contact Lists

1. To Download a CSV file of your Contacts, go to the Left Navigation Bar, and select Settings 

2. On the Settings Submenu, under Data Management, choose Manage Data

3. At the Top of the main stage, click the Export Data tab

4. Click Download CSV

5. A CSV File of the Contact List will be Saved in your Downloads Folder

!! The List Includes BOTH Leads and Leads who have been Converted to Opportunities.

Export Filtered Leads

Let’s say you tagged the leads that were interested buying a Semi and you want to download a list of those leads.

1. On the Left Navigation Menu, select Leads

2. At the Top of the Leads List, locate and click Filters 

3. When the Filter Drawer opens, select Tags to open the Dropdown with a list of the Tags you configured

4. Select Semis

5.  At the bottom of the Filters drawer, click Apply

6. The Lead List will filter to show Only those leads Tagged with a Semis Tag

7. To download a file with this list, go to the Top of the Lead List, and locate and click Export Filtered Leads

8. A list of the Leads interested in semis will be Downloaded to your Downloads Folder

!! You don’t remember how to create Custom Tags?

Follow these steps: Custom Lead Tags, Add, Edit, Delete

!! You don’t remember how to Tag a Lead?

There are many ways to Tag a Lead:

Bulk-Delete Unsubscribed Leads

1. Go to the Left Navigation Bar, and select Settings 

2. On the Settings Submenu, under Data Management, choose Manage Data

3. At the Top of the main stage, Open the Bulk-Delete Tab

4. Select Unsubscribed

5. From the List, select all those Leads that you want to Delete

6. Click Bulk-Delete

Bulk-Delete Bounced Leads

1. Go to the Left Navigation Bar, and select Settings 

2. On the Settings Submenu, under Data Management, choose Manage Data

3. At the Top of the main stage, Open the Bulk-Delete Tab

4. Select Bounced

5. In the Bulk Delete Pop-Up, click on the Bounced Reasons field, and from the Dropdown select all the Options that apply

6. Click Delete 

        !!  Did you get a ‘No MX Found for the Email Provider’ notification?

This means that the Server you Specified in the email address was Not Found. Please Check the Address and Enter it Again.

View a History of the Lead Data Management Actions

1. To view a Detailed List of the Data Management Actions, go to the Left Navigation Bar, and select Settings 

2. On the Settings Submenu, under Data Management, choose Manage Data

3. At the Top of the main stage, Open the History Tab