Exporting clients and leads in a CSV file

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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:

  1. Log in to your Credit Repair Cloud account

  2. Click on My Clients

    ICR_1-001.png

  3. Click on Export CSV

    EXP_1-003.png


  4. 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 list of contacts before exporting them into a CSV file, follow the steps outlined below.

  1. Log in to your Credit Repair Cloud account

  2. Click on My Clients

    ICR_1-001.png

  3. Click on the Quick Filter dropdown

    EXP_1-001.png

  4. Select an option from the menu

    EXP_1-002.JPG

    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

    For example, if you’d like to export your leads only, select Lead. The contacts will be filtered and only leads will be shown, for this specific example.

  5. Click on Export CSV

    EXP_1-003.png

  6. A CSV file will be downloaded to your computer

    You can open this file with any spreadsheet editor like Excel or Google Sheets.

 

  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:

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