Dispositions CRM

Upload a CSV file in any column order — we'll guess which column is which based on its header, show you the guess, and let you fix anything before importing. Duplicate phone numbers are skipped automatically.

Paste rows copied from Excel/Sheets/CSV: Name (or LLC), Phone, Phone Type (Mobile/Landline), City, State, Zip, Email, County — comma or tab separated, one buyer per line. Email and County are both optional and must come last, in that order (leave either blank or off entirely if you don't have it). A header row is detected and skipped automatically. Use the CSV upload above if you need Phone 2/3 or Asset Categories too.

Gives a batch of buyer leads to one team member, paired specifically with the deal you pick below — that pairing (a "pitch") is what shows up in their queue. Leads already pitched for this same deal are skipped.

Leave city/state/zip blank to match the deal's own location automatically.

When on, checks every active deal (not Sold/Dead): any team member with access to it who's worked through everything they've been given for it is automatically given more matching buyer leads for that same deal. A team member's Preferred Buyer-Lead Area (Team tab), if set, limits which of their deals qualify. Runs whenever you click below, or hourly if you've installed the optional trigger — see SETUP.md.

Applies to every currently-selected lead (0 selected). Check a field to apply it — anything left unchecked is not touched, so you can backfill just one field across a batch without overwriting the rest.

These are the categories buyers can be matched to deals by (e.g. Single Family, Multifamily 1-4 Units, Fix and Flip).