export_leads
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export_leads [2015/11/06 22:23] kaitlin created |
export_leads [2020/05/28 20:03] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360038401433-Exporting-Leads | ||
| ====== Exporting Leads ====== | ====== Exporting Leads ====== | ||
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| Note: If you skip this process, clicking the CSV button will automatically export your entire list of leads. | Note: If you skip this process, clicking the CSV button will automatically export your entire list of leads. | ||
| - | {{::filtering_export.png|}} | + | {{::export1.jpg?800|}} |
| ===== How to Export ===== | ===== How to Export ===== | ||
| - | After your permissions are set, you will see this button at the top right of your lead's screen: {{:csv_button.jpg|}} | + | After your permissions are set, you will see this button at the top right of your lead's screen: |
| + | |||
| + | {{::export2.jpg?800|}} | ||
| To export your leads follow these steps: | To export your leads follow these steps: | ||
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| 1. Go to your "Leads" tab. | 1. Go to your "Leads" tab. | ||
| - | 2. Click on the CSV button. | + | 2. Either use the advanced search or check the leads from the list of leads. |
| + | |||
| + | 3. Click on the CSV button. | ||
| + | |||
| + | 4. Check your email and download the attachment. | ||
| - | 3. Check your email and download the attachment. | + | {{::exportleads3.png?600|}} |
| - | {{::export_to_csv_01.png|}} | + | {{::exportleads4.png?500|}} |
| - | Example email: | ||
| - | {{::export_to_csv_02.png|}} | ||
| ===== Setting Permissions ===== | ===== Setting Permissions ===== | ||
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| 2. Click on the agent for which you would like to set permissions. | 2. Click on the agent for which you would like to set permissions. | ||
| - | {{:export_permissions_01.png|}} | + | {{::exportleads5.png?500|}} |
| 3. Scroll down to Permissions. | 3. Scroll down to Permissions. | ||
| Line 50: | Line 54: | ||
| 4. Check off the box next to Export Leads. | 4. Check off the box next to Export Leads. | ||
| - | {{::export_permissions_02.png|}} | + | {{::exportpermission.jpg?500|}} |
| Need more assistance? Message us at [[https://www.realgeeks.com/support|Support!]] | Need more assistance? Message us at [[https://www.realgeeks.com/support|Support!]] | ||
export_leads.1446848600.txt.gz · Last modified: 2015/11/06 22:23 by kaitlin
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