Imports

active
Total logged
11h 20m
Uninvoiced
0h 0m
Entries
14
Invoices
0
Time by team member
Team memberEntriesHours
Caleb Harvey1411h 20m
Recent time entries
Last 14
DateDescriptionWhoDurationStatus
2 July 2025Import Mango Maps Contacts - Import contacts without emails - Add the territory data to links contacts to respective territoriesCaleb Harvey0h 45minvoiced
10 Apr 2025Import YBR Commercial Conference 7- 8 May 2025Caleb Harvey0h 30minvoiced
3 Mar 2025Imports - FBAA Sydney 26/2/2025 list - email 27/2/2025 - 5.04pm - 'Belle Thrive QLD 3/2/2025' - email 28/2/2025 - 9.38am - 'Belle Thrive WA 24/2/2025'- email 28/2/2025 - 9.38am - Franchising link - have the referral source drop into the contact cardCaleb Harvey1h 30minvoiced
24 Feb 2025FBAA Melbourne 20/02/2025 and FBAA Adelaide February 2025Caleb Harvey1h 0minvoiced
21 Feb 2025Belle Thrive SA 19-2-2025Caleb Harvey0h 15minvoiced
14 Feb 2025Import Suburb List into TDA and discuss issuesCaleb Harvey0h 30minvoiced
11 Feb 2025Import BRE ContactsCaleb Harvey0h 30minvoiced
20 Jan 2025Contact Import - “Saqib – Rate my Agent – 19-1-2025”Caleb Harvey1h 15minvoiced
17 Oct 2024Import Contacts TDA - Diwali – Terrey Hills 18/10/2024 - DFCaleb Harvey0h 45minvoiced
13 Sept 2024Import Contacts - ‘Tax Summit 2024’Caleb Harvey0h 30minvoiced
5 Sept 2024Contact Import - "MAH 3-9-2024" - Ensuring no duplicates - Updating missing details - No marketing not messed with - Second HalfCaleb Harvey0h 45minvoiced
4 Sept 2024Contact Import - "MAH 3-9-2024" - Ensuring no duplicates - Updating missing details - No marketing not messed with - First HalfCaleb Harvey0h 45minvoiced
5 Apr 2024Contact Import for TDA - Importing 5 Spreadsheets into TDA Network with 4 under real estate agent and 1 under mortgage broker - For each spreadsheet, import the required columns into the new import table - Match the columns with the correct fields - Set the Source of the imports to be the title of the spreadsheet they came from - Set the contact type correctly for the import group - Process the contacts - Once all 5 spreadsheets are in, check the new contacts to ensure no duplicates were missed - SuccessCaleb Harvey1h 30minvoiced
27 Feb 2024Import Tora Finance List - Import Data into the import table - Set the job fields in import, set status as tentative, set source as Tora Finance - Set contact job joins as the grouped name on import - Set the mobile and email - Loop through all import records with these steps - Find the new jobs and use a calculation to set the state based on imported address lineCaleb Harvey0h 50minvoiced
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