You can update a contact's Classification (also known as Buyer Type) directly through their Contact Profile, or as part of a CSV upload.
Preference name
To be successfully imported through a CSV file, the column heading for this preference should be:
- Classification*
* The following upper and lower case variations are also accepted: Buyer type, Class, Classifications.
If this field is not successfully matched during the Verify stage of an upload, you can manually match it.
Preference Data
The supported Classifications are:
-
Investor - Invest and Investor are also accepted.
-
Upsizing - Upsize and Upsizer are also accepted.
-
Downsizing - Downsize and Downsizer are also accepted.
-
Relocation - Relocate and Relocater are also accepted.
-
Browsing - Browse and Browser are also accepted.
-
First Home - First Time Buyer and First Home Buyer are also accepted.
-
Selling - Seller and Sell are also accepted.
A CSV file with classifications not within this list, or spelling errors, can result in either the whole column being flagged, or the individual data cell being skipped.
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