Excel to CRM
6 min readIntermediate
Preparing Your Real Estate Excel Data for Clean CRM Import
Step-by-step data cleaning protocol to remove duplicate leads, standardize phone formats, and map project custom fields.
Key Executive Takeaways
- ✓Standardize mobile phone formats (Remove spaces, hyphens, and ensure +91 prefix consistency).
- ✓Deduplicate entries based on 10-digit mobile numbers.
- ✓Map custom columns: Preferred BHK, Budget Range, Lead Source, Assigned Executive, Last Call Date.
1. The 4-Step Excel Data Prep Protocol
Step 1: Column Header Standardization. Step 2: Phone Number Formatting. Step 3: De-duplication. Step 4: Category & Lead Status Normalization.
Frequently Asked Questions
What happens if an Excel file has missing phone numbers?
Records without mobile numbers or emails should be isolated into an exceptions file for manual review before importing main pipeline contacts.
Channel Partner Operating System
Still managing partner leads in Excel & WhatsApp?
See how Verisure tracks every lead from handoff to booking.