This feature is only available to account owners by default. Account owners can grant or revoke this feature to their users from the Admin > Team page.

Exporting contacts is simple. Go to any list of people, select who you want to export (or all), and click the arrow icon, as seen below:

Screencast_2019-06-12_at_6.23.35_PM.gif

Please note that if you have more than one page of contacts in your list, it only selects the contacts visible on the screen by default. To export an entire list please click "Select all people" link and then Export.

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Exported Columns

The following data can be exported for each person:

  • Date Added
  • Name
  • First Name
  • Last Name
  • Stage
  • Lead Source
  • Assigned To
  • Is Contacted
  • Listing Price
  • Tags
  • Email 1
  • Email 1 - Type
  • Phone 1
  • Phone 1 - Type
  • Address 1 - Street
  • Address 1 - City
  • Address 1- State
  • Address 1- Zip
  • Address 1 - Country
  • Address 1 - Type 
  • Property Address
  • Property City
  • Property State
  • Property Post Code
  • Property MLS #
  • Property Price
  • Property Beds
  • Property Baths
  • Property Area
  • Property Lot
  • Message
  • Description
  • Notes
  • Texts
  • Background
  • Campaign Source
  • Campaign Medium
  • Campaign Term
  • Campaign Content
  • Campaign Name

For all email, phone, and address columns, we export at most six items. For example, if the "Export all columns" option is enabled when you do an export and a person has multiple phone numbers in the database, the first phone number will be exported under the "Phone 1" column, the second in "Phone 2", etc.

Please note that even with "Export all columns" selected, we only export from the fields listed above.

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If you don't check the "Export all columns" checkbox when making an export, we will export the columns you've selected.

Selected Columns

Unless "Export all columns" is selected, we will only export the contact's full name, plus the columns you've enabled on the People screen.

For example, if you've disabled the Email and Address columns (like in the picture below), those columns will not be part of the export. The Phone, Price, and Tags columns will be in the export, as they are enabled in the columns dropdown:

Screen_Shot_2019-06-12_at_6.37.07_PM.png

Please Note: When exporting phone number, email address, and address, we will export the first number or address shown for each contact. If you need any secondary phone numbers, email addresses, or street addresses, please use the "Export all columns" option.

Granting Access to Other Users

Log in as the account owner and go to Admin > Team. Check the box in the "Can Export" column:

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Exporting Trashed Contacts

When selecting contacts to export usually contacts with the "Trash" stage will be excluded. To export your trashed contacts change the stage filter to include "Trash":

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See filters and smart lists for more details on filtering.

FAQ

Will exporting contacts remove them from my Follow Up Boss account?

No, exporting leads simply provides you with a spreadsheet of contacts. It will not delete the exported contacts from your system.

Do admins have the ability to export by default?

No, only the account owner can export leads by default. To enable exporting permissions for any team member, see the "Granting Access to Other Users" section above. 

 

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