To download a list of your contacts, first go to your Contacts page, which you can find on the navigation bar to the left of your screen.
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You will then need to filter your contacts list to the contacts that you want to export into a CSV file. You can download your Top 20% list, all of your leads in your lead funnel by clicking on ‘Leads,’ or use the ‘All Filters’ to organize your list (ex. show contacts with phone numbers & email addresses).
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On the Contacts page, on the right-hand side, there is an icon (shown below) that will allow you to export your list. If you would like to download only certain contacts, use the filters/labels located above the list, to refine your list beforehand.
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Your list will be emailed to your login email in CSV format.
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You can choose to have your list presorted from the drop-down menu, options include:
– Owner Name
– Target Rank
– Property Address
– Last Activity Date
You can also choose to include information such as homeowner contact information (if available), keycode, and property attributes.