Help About This Page - Lists

Lucy Borne -

As your business expands and grows you may find yourself in a position where you have acquired a new agency or brokerage and you want to upload their agency management system database to your Agency Revolution communication platform.

In the example below you will notice that this Agency Revolution Client has 2 lists - each with it's own unique name which you can create during the list.  It's important to label both lists differently as when you launch automations, you will need to specify which segment from which list you are communicating with.

With multiple lists, you will also have multiple dashboards - one for each list you have imported into the system.

It is possible to import lists from multiple management systems so long as it's a management system we integrate with - for example one list could be AMS 360 while the other could be Hawksoft.

If you have any questions or get stuck while importing lists don't forget to access our 'in app chat' via the icon in the upper right hand corner.  We would be happy to assist.

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