Selecting "Export" on a call list page downloads a .csv file of saved properties/activities and can be emailed to you.
There Are Two Ways To Export:
A.
1. Go to the "Lists" page from the left-hand menu.
2. On the "Lists" page, select the list to export.
3. Click the "Export" button above the map.
4. Select the type of export, either Property/Owner Data or Activities.
Property/Owner Data - exports detailed property information, including financial data, building features, location details, tax information, and owner contact information.
Activities - exports all recorded activities, such as phone calls, emails, and other logged interactions associated with the property.
5. Enter a name for the export.
6. If you created a new export template, select it. If none are saved, continue to Step 7.
7. Select to include owner contact information, or deselect to exclude it.
Including owner contact information deducts one credit per property.
Excluding this information means no credits are deducted, making the export free.
8. Select to receive an email notification when the export completes.
9. Click on"Begin Export".
10. Click "Profile Settings" to access the Export page.
Or click "Done," then access the Export page via "Account Settings" (showing at the bottom-left corner of the page) > "Profile Settings" > "Exports."
11. On the "Export" page, click "Download" to save the file, then open it from your "Downloads" folder.
B. (2nd way To Export)
1. Go to the "Lists" page from the left-hand menu.
2. On the "Lists" page, click the three-dot icon of the list you want to export.
3. Select the "Export List".
4. Select the type of export, either Property/Owner Data or Activities.
Property/Owner Data - exports detailed property information, including financial data, building features, location details, tax information, and owner contact information.
Activities - exports all recorded activities, such as phone calls, emails, and other logged interactions associated with the property.
5. Enter a name for the export.
6.If you created a new export template, it will appear here. Choose one or, if none are saved, continue to Step 7.
7. Select to include owner contact information, or deselect to exclude it.
Selecting owner contact info deducts one credit per property.
Excluding this information makes the export free with no credits deducted.
8. Select to receive an email notification when the export completes.
9. Click on "Begin Export".
10. Click "Profile Settings" to access the Export page.
Or click "Done," then access the Export page via "Account Settings" (showing at the bottom-left corner of the page) > "Profile Settings" > "Exports."
11. On the "Export" page, click "Download" to save the file, then open it from your "Downloads" folder.
