Exporting Contacts and Leads

Exporting Contacts and Leads

📤 Exporting Contacts and Leads

The Export Walkthrough will guide you through filtering exactly which groups and data points you want to include in your file.

🛠️ Step-by-Step Export Guide

  1. Access the Dashboard: Go to your main contact dashboard by selecting the Contacts tab  on the left-side menu.

  2. Start the Export: Select the More Actions drop-down menu in the upper right corner and then select Export.

  3. Choose Your Data Set:

    • Click Next to begin.

    • Select whether you want to export Contacts and Leads, Just Leads, or Just Contacts. Press Next.

  4. Filter by Tags: 🏷️

    • Choose to export All Tags or Select Specific Tags.

    • If selecting specific tags, click on the ones you want. You can also choose to "Include contacts with no tags." Press Next.

  5. Select Individual Records:

    • Check the box next to specific names to export individuals.

    • To select everyone: Check the box next to the "First Name" header.

    • Scroll to the bottom and select Next.

  6. Pick Your Fields: Select the specific information you want in your spreadsheet (e.g., Phone, Email, Address, etc.). Press Next.

  7. Review & Download: ✅

    • Review the export details on the summary screen.

    • If everything looks correct, select Next to begin the process.

    • Your file will automatically start to download to your computer.

  8. Finalize: Click Finish to exit the walkthrough.

    • Related Articles

    • Deleting Contacts from Your CRM

      ?️ Deleting Contacts from Your CRM Before you begin, please keep in mind: The deletion process cannot be reversed. Always double-check your selection before confirming. ?️ How to Remove Contacts Navigate to CRM: Click on Contacts on your left-hand ...

    • Adding Contacts to Your CRM

      ? Adding Contacts to Your CRM Building your database is the first step to success! Whether you are adding a single new connection or migrating your entire book of business, ClientBAY makes the process simple. ?✨ There are two primary ways to get ...

    • Leads Report

      ? Generating Leads Reports Whether you need a quick overview or a deep dive into your data, the Reports Dashboard provides the tools you need to stay informed. ?️ How to Run a Leads Report Access Reports: Click the Reports tab on your left-hand ...

    • Leads

      ? What is a Lead? A lead is automatically entered into your CRM from an external source. Leads typically originate from: ? SocialBAY ? Agent Websites ? Open house sign-in sheets. ? Direct forwarding from third-party sources. ? How to Forward ...

    • ADMIN: Managing Your ClientBAY Users

      ? Managing Users in ClientBAY As an Admin, your User Management Dashboard is the central hub for onboarding, tracking, and organizing your team. Access it by selecting User Management on the left-hand menu. ➕ Adding a New Agent or User Click the + ...