On demand

Contacts, Tagging & Organization

Build a clean, organized database from day one, CSV import, manual tagging, and drag-and-drop pipeline organization inside EasyDigz.

Sunday, February 1, 2026 at 10:00 AM EST 90 min Michael Walliser YouTube
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About this webinar

Why we’re running this session

Session 1 of the Post-Setup Mastery Track. Before automation, content, or listings can run, your database has to be clean. This recording walks through importing contacts via CSV, creating manual records, tagging by type, source, and geography, and organising your pipeline with drag-and-drop stages, the foundation every other session builds on.

What you’ll learn

The three things you’ll leave with

Concrete playbooks you can ship to your team the same week.

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  • CSV import and manual contact records
    Bring an existing sphere, past clients, and leads into EasyDigz without retyping, and add one-off contacts the moment you meet someone new.
  • Manual tagging by type, source, and geography
    Tag contacts so sequences, reports, and routing rules know exactly who someone is, where they came from, and which market they belong to.
  • Drag-and-drop pipeline organisation
    Structure your pipeline stages so every contact has a clear next step, and your team sees the same board in real time.
Your host

Who’s on the call

Real operators sharing the playbooks they actually run, not borrowed slides from a vendor deck.

Michael Walliser
Michael Walliser
CEO & Founder, EasyDigz

Michael walks through the foundational contact-management playbook every EasyDigz brokerage runs on day one, import, tag, and organise before a single drip campaign fires.

ContactsCRMPipeline
From our users

What agents are saying.

Real feedback from agents and brokers using EasyDigz, sourced from G2.

Verified on G2

EasyDigz Streamlined My Real Estate Workflow with Seamless MLS Integration

I had the pleasure of being a pilot user for EasyDigz, and my experience has been incredibly positive. From the get-go, the platform's integration with my MLS and GoDaddy domain was seamless, and I quickly found the CRM features to be very user-friendly and efficient. Anthony Conrad, from EasyDigz, provided exceptional support throughout the process. His personalized demo and constant check-ins made me feel supported and valued. He was always eager to address any questions I had and provided thoughtful solutions. Overall, EasyDigz has significantly improved my workflow and helped me save time on property management tasks. I'm excited to see how the platform continues to evolve and would definitely recommend it to fellow real estate professionals.

Verified User in Real EstateSmall-Business (50 or fewer emp.)
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FAQ

Quick answers

The most common questions we hear before someone hits “Save my seat”.

Sessions 1 and 2 are foundational, but you can jump in anywhere. This recording is the best starting point if your contact database is still a mess.
Yes. It is hosted on the EasyDigz YouTube channel and linked from this page any time.
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