Introduction (Please Read)
This document will help you setup RainMaker CRM to allow for listing searches and the ability to import listing search results directly into the RainMaker CRM database. This will allow you to easily match saved buyer and tenant needs to available listings using RainMaker CRM.
NOTE: You must have a Catylist user name and password to access all of the available listings through the Rainmaker CRM program. If you do not have an account go to www.commercialiQ.com and select “Create a FREE account” from the top of the webpage.
Step 1 From the RainMaker CRM program, select the Catylist button from the Menu bar at the top of the screen.
Step 2 At the bottom of the Catylist Listings window, enter in your Catylist user name and password. It is not necessary for you to enter a user name and password, but your search results will be extremely limited.
Step 3 At the top of the Catylist Listings window, enter Sperry Van Ness in the company name field and other search criteria of your choice. If you want to search for other brokers’ listings, simply remove Sperry Van Ness from the Company field.
Step 4 Click the Search button.
Step 5 Search results will populate in the window. Uncheck the results that you do not want to import.
Step 6 At the bottom of the screen, click the Import Listings button. The selected listings will now be automatically added to your property database. Note: You should ALWAYS tune-up your database after all data imports.