No, exporting leads simply provides you with a copy of the information currently in your contacts. It will not delete the exported contacts from your system, and that export will not update with any new information you add after exporting.

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.

Unless the Export all columns box is checked, we will only export the contact's full name, plus the columns you've enabled for that Smart list 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 column's dropdown:

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

Exporting Contacts is simple. Go to any list of people, select who you want to export, click the Export (upward arrow icon) > Yes, Export People.

You can export leads who are in ponds, but the pond name is not included in the export. If you want to export pond assignments, use Mass Actions to tag leads in the pond with the pond name. Tags are included on the export and can be used to identify which pond the leads were in.

Not quite yet! We are looking forward to that option being available in the future. Currently, we do have 3 Deals Smartlist columns that can be exported that will show the following for either the closest upcoming or most recent past Deal.  

• Deal Stage
• Deal Close Date
• Deal Price

For more on what is currently on our Roadmap (or to submit any other ideas!) check out the instructions here.

Yes! When you select "Export All Columns" while doing an export, Relationships for each contact will be included in the downloaded .csv file. Each relationship will have its set of columns with the available information. The following columns will be included:

• Relationship # Last Name
• Relationship # Type
• Relationship # Phone [1-6]
• Relationship # Phone [1-6] - Type
• Relationship # Email [1-6]
• Relationship # Email [1-6] - Type
• Relationship # Address [1-6] - Street
• Relationship # Address [1-6] - City
• Relationship # Address [1-6] - State
• Relationship # Address [1-6] - Zip
• Relationship # Address [1-6] - Country
• Relationship # Address [1-6] - Type

 

We support exporting up to 4 relationships for each contact. Spouses are prioritized and will always be included in the export regardless of how many other relationships are on the contact.

The following data can be exported for each contact.

Date Added Name First Name Last Name Stage Lead Source Assigned To Last Assigned 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 Calls

Texts Background Deal Stage Deal Close Date Deal Price Campaign Source Campaign Medium Campaign Term Campaign Content Campaign Name

For all email, phone, and address columns, we export a maximum of 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. If the Export all columns option is not enabled, we will only export the first phone, address, and email on the profile.

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

While most columns can be selected for export without having to choose the "export all columns" option, none of our texting fields will be available for individual export. In order to get texts exported from FUB, you must choose the "export all columns" option. Note: Raiya (Ylopo) text messages can also be exported this way, but it will not distinguish Raiya texts from FUB texts in the .csv file. They will appear together in chronological order. 

When selecting contacts to export, contacts in the Stage Trash will be excluded. To export your trashed contacts, filter to trashed contacts by going to People > Filters > Stage > Include > Trash.

If a zip code starts with 0, you will find that Excel automatically removes that number from the exported zip code. To add the 0 back to the zip code, after exporting, select the row, Format --> Number --> More Formats --> Custom Number Formats, and then type in "00000"