How do I export my leads from the Leads Tab?
It's really simple to export your captured leads from your Leads Tab to a spreadsheet. Here's how:
- Click the Leads tab on the left of your SocialBAY.
- Click the Export Leads button in the top right of the Leads tab and select Spreadsheet (CSV).
While this is an easy way to export your leads we always recommend that if your CRM supports receiving leads through email then you should check out this article for instructions!Related Articles
How can I automatically send leads to my CRM or partner?
When we capture a lead for you, we immediately trigger an email notification to your primary email address. However, we can also send these notifications to up to three additional email addresses. These notifications are tagged in such a way that ...Seller Leads Information
How Seller Leads Are Captured Generally speaking, the most common way that our system generates seller leads is using our Home Valuation Landing Page. This is a tool provided to you from the Bronze package and above that you can advertise in order to ...Handling Online Seller Leads
Hooray! You've received an exclusive seller lead through your Home Valuation tool...now what? First of all, take a look at what information the lead has provided and how it compares to our Lead Inspector information (found in your Leads tab, if ...Back At You Buyer Leads
How Buyer Leads Are Captured When someone visits one of the Single Property Websites we've created for you, we will ask them if they're interested in getting access to other properties in the area. If they say yes, we'll ask them for details about ...How can I keep track of activity/contact with my leads?
The Leads tab in your SocialBAY allows you to keep track of your leads' timelines. You can easily keep track of when you called, emailed, or texted your leads and leave notes as well. Here's how: Click the Leads tab on the left of your SocialBAY. ...