Getting Started With Sphere + Contacts
Getting Started with Sphere CRM
Sphere is our go-to system for managing contacts, listings, transactions, and timelines. If you are not yet a Sphere user, you can watch an overview here, and if interested, you can click here to sign up for an account.
To load your contacts:
Download the “Sample CSV” here.
Add your contacts and include labels/categories to make them searchable later
View the full list of Sphere Categories + Labels here.
To mass import your contacts, follow the steps below. If you are in the Inner Circle, your contacts will be loaded into Sphere for you once you have completed the CSV and categorized the contacts.
In Sphere, click “People” on the left sidebar
In the top right, click “Import”
Select “Import People”
Choose your completed CSV file
Click “Import from File”
Map every field (or choose “Ignore”) — all fields must be accounted for
Click “Complete Import”
Need help with loading contacts? Agent Concierge can assist with getting your database in line—book a time block here.
