Data Management
Uploading and Organizing Your Lists
- How do I upload a list?
Drag and drop CSV files, map data fields, and assign tags for easy organization.
- What’s the difference between “Upload File” and “Upload + Skip Trace”?
“Upload File” stores your data, while “Upload + Skip Trace” enriches it with contact details.
Video Tutorial: Uploading & Mapping Data
Skip Tracing Your Data
- How do I run a Skip Trace?
Select records > Click "Bulk Skip Trace" > Confirm & process.
- What kind of contact details do I get?
Phone numbers, email addresses, and enhanced lead insights from Tier 1 data sources.
Video Tutorial: How to Skip Trace a List
Managing Your Property Data & Records
- How do I search for properties?
Apply location-based and advanced property filters to refine your search.
- Can I save property searches for later?
Yes! Save your filters and easily retrieve them anytime.
- How do I preview detailed property records?
Click on a record to view full ownership, sale history, and market details.
Video Tutorial: Managing Your Property Data & Records
Exporting & Organizing Leads
- How do I export my leads?
Select specific records or download entire datasets as CSV files.
- Can I track previous exports?
Yes! The system logs all exports with timestamps and file history.
Video Tutorial: Exporting & Managing Lists