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 Clients

    ACCHSA_1-001.png

  3. Click on the up-down arrows icon

    New_CSV_001.png
  4. Click on Export CSV

    New_CSV_002.png

  5. 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.

  1. Log in to your Credit Repair Cloud account


  2. Click on Clients

    ACCHSA_1-001.png

  3. Click on the Quick Filter dropdown

    New_EXP_001.png

  4. Select an option from the menu

    New_EXP_002.png

    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.

  5. Click on the up-down arrows icon

    New_CSV_001.png

  6. Click on Export CSV

    New_CSV_002.png

 

  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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