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 another email?
? Managing Your Lead Notifications Never miss a beat! When we capture a new lead for you, we immediately send a notification to your primary email address. If you want to streamline your workflow, you can also have these leads automatically sent to ...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 ...ADMIN: SocialBAY Only Settings Brand Tab
? Branding & Logo Customization You can now set custom logos and brand colors for both your company and agent-facing SocialBAY accounts. ?️ How to Update Your Branding To get started, click the Settings icon (top right corner) and select Brand. ?️ ...