It’s always a good business decision to have a data retention policy and practice in place. Website companies suffer outages and attacks daily. Every CRM / IDX system should allow you to do the following steps: Open your Leads database Select All Leads Find the Export Button and then save that file locally These are basic steps. If you want specific instructions for RealGeeks, Lofty, Sierra, or ProAgent Websites, you can download those files below.

These Backup Instructions are specific to RealGeeks sites https://tinyurl.com/3pttuzrt

These instructions are specific to ProAgent Websites sites https://tinyurl.com/yew49xwt

These Backup Instructions are specific to Lofty/Chime Websites https://tinyurl.com/34a3kdud

These Backup Instructions are specific to Sierra Interactive https://tinyurl.com/3vypb3h3

These Backup Instructions are specific to Agent Image and Follow Up Boss https://tinyurl.com/48sjbyks

Name your backup files for easy access. For example: 2024_04_20_WebsiteName.csv

Repeat this process weekly at minimum. Keep a copy on the Cloud Drive (Google, Apple, or Windows) AND keep a copy on your computer hard drive.

00:00 You Should back up your data

00:17 Backing up Real Geeks CRM

00:40 Real Geeks Lead Export