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:
- Prerequisites
- How can I export all clients and leads?
- How can I filter my list of contacts before exporting them?
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:
- Log in to your Credit Repair Cloud account
- Click on Clients
- Click on the up-down arrows icon
- Click on Export CSV
- 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.
- Log in to your Credit Repair Cloud account
- Click on Clients
- Click on the Quick Filter dropdown
- Select an option from the menu
The available options are:
- All
- Lead*
- Prospect**
- Lead/Inactive
- Client
- Inactive
- Suspended
- Agreement Pending
- Docs Pending
- Report Pending
- First Work Pending
- Follow-Up Due
- Invoice Pending
- Invoice Past-Due
* A Lead is usually considered as such before initial contact is made.
** A Prospect is a Lead that has been contacted but it's still not guaranteed that they will convert to a Client.
i.e., If you’d like to export your leads only, select Lead. - Click on the up-down arrows icon
- Click on Export CSV
Important Note:
Please note that the file will be named “my_clients_date” even if you filter for leads or prospects. Be sure to rename your file accordingly.
What you can do now:
Comments
Article is closed for comments.