If you’d like to export your list of clients and/or leads in a CSV file so you can process or organize their information outside of Credit Repair Cloud, you’ve come to the right place.
Table of contents:
To start, make sure you have the following:
How can I export all clients and leads?
To export ALL contacts in your account, regardless of their status, follow these steps:
Click on Clients in the Side Navigation menu
Click on Import/Export
Select the Export option
A CSV file will be downloaded to your computer
You can open this file with any spreadsheet editor like Excel or Google Sheets.
How can I filter my list of contacts before exporting them?
If you’d like to filter your contacts list before exporting them into a CSV file, follow the steps outlined below.
Click on Clients in the Side Navigation menu
Click on the Quick Filter dropdown
Select an option from the menu
The available options are:
- Agreement Pending
- Docs Pending
- Report Pending
- First Work Pending
- Follow-Up Due
- Invoice Pending
- Invoice Past-DueClick on Filters to use other filtering options
Here, you can filter/search by:
- Name
- Phone Number
- Client Status
- Billing Status
- Plan Name
- Assigned To
- Referred By- Start Date
- Added Date
Click on Apply Filters
Click on Import/Export
Select the Export option
A CSV file will be downloaded to your computer
Important Note:
Please note that the exported file will be named “my_clients_date” even if you filter for leads or prospects. Be sure to rename your file accordingly.