Prospects CRM is moving to a paid plan. If you want to keep working your contacts without paying for it, you can bring your whole book into Telelisting in a few minutes: every email, every phone number with its type, the address, the language, and every dated note.

Step 1 — Export your contacts from Prospects CRM

  1. In Prospects CRM, open Contacts (left menu, under CRM).
  2. Tick the box at the top of the list. If you have more than one page, click the (0) ▾ button, then Select All.
  3. Click the red Action button.
  4. Point to Export.
  5. Choose Customized CSV.

Prospects CRM: Contacts, select all, Action, Export, Customized CSV

  1. In the window that opens, click Select All so every column moves to Selected. This is what brings your notes, every phone number and all three email addresses along.
  2. Keep "Add the columns' title to the first line of the file" ticked.
  3. Click Export. The file downloads to your computer.

Prospects export window: title line ticked, Select All, Export

Tip: leads waiting in the Leads tab of Prospects have no export. Accept them first so they become contacts, then export.

Step 2 — Import the file into Telelisting

  1. Sign in at crm.telelisting.net. No account yet? Start a free trial on telelisting.net.
  2. Open Imports and choose Import a Prospects file.
  3. Drop the file you just downloaded onto the page.
  4. Review the summary: number of contacts, how many have a phone, how many have an email, and how many notes.
  5. Confirm. Your contacts land straight in your Leads.

What comes across

  • Every email and every phone, with its type (mobile, home, other…)
  • The address, language, company and job title
  • Each dated note from Prospects, as its own note on the lead
  • Fields Telelisting has no column for (birthday, spouse, keywords, website, transaction anniversary, mortgage renewal, additional fields), kept together in one Prospects details note

Importing twice is safe

A contact already among your leads (same Prospects id, email or phone) is updated, never duplicated. A blank in the file never erases what the lead already has. If you add contacts in Prospects next week, just export and import again.

Need a hand?

Write to us from inside Telelisting with the help button, or ask the support assistant. We will walk through it with you.