Sales & Customer Relationships
Marketing & Engagement
Communication & Call Center
Operations & Business Management
HR, Workforce & Learning
Forms, Utilities & Digital
Intelligence, Insights & Automation
Automate & Analyze Solution
Deal Management Solution
Deliver & Support Solution
Engage & Nurture Solution
Lead Generation Solution
Team & Operations Solution
Standardize Data.
Eliminate Errors.
Ensure Consistency.
Picklist Import helps real estate teams standardize dropdown values across the R2 by importing approved options in bulk ensuring clean data capture across enquiries, properties, projects, and deals from day one. It eliminates manual setup, mismatched entries, and reporting inconsistencies giving administrators full control over R2 data structure.
Standardize Every R2 Selection Powered by Bulk Import
Picklist Import lets teams upload predefined R2 dropdown values via CSV or Excel, ensuring property types, locations, budgets, and lead stages remain standardized and controlled across the system.
About This Feature
Picklist Import allows bulk setup of R2 dropdowns, ensuring only valid values are used while keeping data clean and consistent for reporting and automation.
What Makes Picklist Import
Essential for Real Estate
Bulk Picklist Setup
Upload large sets of dropdown values for locations, projects, property types, budgets, stages, and sources in minutes.
Data Accuracy by Design
Only predefined values are available to agents preventing incorrect selections and mismatched records.
Faster R2 Deployment
Ideal for new project launches, expansions, and multi-location rollouts without manual configuration.
Automation & Reporting Ready
Clean picklists ensure reliable filters, workflows, analytics, SMS, and WhatsApp communication triggers.
Bulk Picklist Setup
Upload large sets of dropdown values for locations, projects, property types, budgets, stages, and sources in minutes.
Bulk Picklist Setup
Upload large sets of dropdown values for locations, projects, property types, budgets, stages, and sources in minutes.
Data Accuracy by Design
Only predefined values are available to agents preventing incorrect selections and mismatched records.
Faster R2 Deployment
Ideal for new project launches, expansions, and multi-location rollouts without manual configuration.
Automation & Reporting Ready
Clean picklists ensure reliable filters, workflows, analytics, SMS, and WhatsApp communication triggers.
Real-Life Scenario for a
Real Estate Sales Team
A real estate company launches multiple projects across cities, but manual dropdown setup creates duplicate values and data errors.
With Picklist Import: 
All project names, locations, and property types are uploaded at once
Agents see only valid options while capturing enquiries
Reports, automation, SMS, and WhatsApp workflows remain consistent
Result:
Faster setup, zero data conflicts, and dependable R2 operations.
Proven Business Impact
Standardized R2 Data Across Teams
Faster Project & Location On boarding
Cleaner Reports and Analytics
Reduced Admin Effort
Reliable SMS & WhatsApp Automation
Standardized R2 Data Across Teams
Faster Project & Location On boarding
Cleaner Reports and Analytics
Reduced Admin Effort
Reliable SMS & WhatsApp Automation
Upgrade Your R2 Data Foundation
Build a clean, structured, and scalable R2 by standardizing every dropdown
value directly from bulk imports.