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How to export data and reports from Mojo
You can export contacts and reports directly from Mojo using the Data and Dialer or Reports section. Follow the steps below to download your data: Exporting Contacts: In Mojo, go to Data and Dialer Select the List or Group you want to export Choose ...
How to categorize leads and contacts
Understanding Mojo's Record Organization System Mojo organizes your contacts into three distinct categories that guide leads through your sales pipeline: Properties List Houses unqualified real estate-specific data including: Expired and Off Market ...
Creating sub-lists and sub-groups to drill down in to your data
Creating Sublists/Sub-Groups Sublists and Sub-Groups help you organize contacts based on specific filters. Here's how to create and use them: Select your starting list: In Data & Dialer, choose the Calling List/Group you want to filter Apply filters: ...
How to handle and resolve duplicate leads in Mojo
How to Handle and Resolve Duplicate Leads in Mojo: If you have duplicate leads and want to clean them up, you can use Mojo's Find Duplicates feature to streamline your database. How to Find and Manage Duplicates: In Mojo, go to Data and Dialer Click ...
Organizing Your Database
Understanding Lists, Groups, Sublists, and Folders This knowledge base article explains how to organize contacts in your real estate CRM system, distinguishing between unqualified leads and qualified contacts with clear organization methods. Lists: ...