CCAR

Can I Import My Leads Into Other CRM (Contact Relationship Management) Systems?

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Export all of leads regardless of which listing they inquired about: 

  • Click on “My Contacts”, you will see a list of your leads.

My Contacts Tab

 

  • To export only specific leads check the box to the left of them and click “Export Selected”, or you can click the “Export All”.  Either way it will give you a CSV (Excel Spreadsheet) file that you can then import into other systems you use.

Export Contacts Selection

Export leads that came in from a specific listing:

  • Click on “My Campaigns”, look under “Current Campaign” until you find the listing you would like leads from.  Click on the title of the campaign. 

Choose Campaign to Export.

  • You will see a row of tabs above all of the listing information, click on the “inquiries” tab.  This will show you the leads only for this listing. 

Campaign Inquires Sub tab

  • To export them check the box next to the ones you want and click “export selected”, or you can click the “export all”.  Either way it will give you a CSV (Excel Spreadsheet) file that you can then import into other systems you use.

Export the Contacts

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