---
title: How to Label and Prepare Contacts for Import into GGMS CRM
description: Learn how to correctly label contacts with Stage, Type, and Status before importing them into GGMS CRM. Follow this step-by-step guide to ensure clean data, accurate reporting, and smooth migration from Sierra, Lofty, and other CRMs.
---
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March 3, 2026
# How to Label and Prepare Contacts for Import into GGMS CRM
## A step-by-step guide to correctly labeling contacts before importing them into GGMS CRM
#### Overview
When moving contacts into **GGMS CRM**, [proper labeling/tagging](https://docs.google.com/document/d/1ehCISe5eEpWtK-w8xce_hvECyxxdjtGhRJ9pIKw9r9U/edit?usp=sharing) is critical. Each contact must be tagged correctly so the system understands **who they are**, **what they need**, and **where they are in your pipeline**.
GGMS CRM uses **three separate indicators** to tell that story:
- **Stage** (single-select)
- **Type** (multi-select)
- **Status** (multi-select)
This article walks you through **how to label contacts correctly**, whether you are tagging them manually or preparing a CSV for import. Below is the GGMS CRM Official Lead Status mapping document.
[Lead Status Mapping](https://docs.google.com/document/d/1ehCISe5eEpWtK-w8xce_hvECyxxdjtGhRJ9pIKw9r9U/edit?usp=sharing)
---
#### Understanding Stage, Type, and Status
Each contact in GGMS CRM can have **one Stage**, but **multiple Types and Statuses**.
### 1. Stage (Single-Select)
Stage answers: *Who is this person in relation to your business?*
Only **one Stage** can be applied per contact.
Common Stage examples include:
- Lead
- Client
- Agent
- Vendor
- Sphere
While not required, it is strongly recommended that each contact has a Stage assigned to ensure accurate organization, reporting, and automation in GGMS CRM
---
### 2. Type (Multi-Select)
Type answers: *What role(s) does this contact play?*
You can select **multiple Types** for one contact.
Examples include:
- Buyer
- Seller
- Past Client
- Investor
- Inbound Referral
- Family
Use Type to describe **intent and relationship**, not pipeline progress
---
### 3. Status (Multi-Select)
Status answers: *Where is this contact in the process right now?*
You can apply **multiple Statuses**, though most contacts only need one active status.
Examples include:
- New
- Attempted Contact
- Spoke With Contact
- Appointment Set
- Under Contract
- Closed
- DNC (Do Not Contact)
Status is what powers your call lists, automations, and reporting
---
#### Recommended Tagging Order (Very Important)
When labeling contacts, **always follow this order**:
### Step 1: Assign Stage First
Start with Stage so every contact has a clear identity.
**Best practice order:**
1. Sphere
2. Vendors
3. Agents
4. Clients
5. Leads (do these last)
Stage is required and single-select, so this step comes first.
---
### Step 2: Apply Type Second
After Stage, move to Type.
**Start from the top and work downward:**
- Buyer
- Seller
- Past Client
- Investor
- Referral
- Family
Select all Types that apply. Type is **multi-select**.
---
### Step 3: Apply Status Last
Finish with Status.
**Work from top to bottom:**
- New
- Attempted Contact
- Spoke With Contact
- Appointment Set
- Active / Under Contract
- Closed
- DNC
Status reflects where the contact is **currently** at in the sales process.
---
#### Formatting Tags for CSV Imports
If you are preparing a **CSV file** for import (Sierra, Lofty, Follow Up Boss, etc.), tags must be formatted correctly.
### Correct Format
Use a **pipe character (`|`)** between each value.
**Example:**
`Lead|Buyer|Spoke With Contact`
This tells GGMS CRM (order doesn't matter):
- Stage = Lead
- Type = Buyer
- Status = Spoke With Contact
Do **not** use commas.
---
#### Exporting and Submitting Your File
Once tagging is complete:
1. Export your CSV from your current CRM
2. Double-check tag formatting
3. Email the file to **support@ggms.com**
Our team will ensure your contacts are **mapped correctly** and imported cleanly.
---
#### Need Help?
If you’re unsure how to tag contacts or want help reviewing your CSV:
**Email:** support@ggms.com
We’re happy to assist and make sure your data is imported the right way the first time.
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