To download your leads from Firepoint, you must have Admin access. Follow the step-by-step instructions below to complete the export.
Exporting Firepoint Contacts
- Start by going to your Leads Page or the Company Leads Page if you have Admin access
- Scroll to the bottom of the page and use the Select All X On This Page or Select All X In This List
- Click Select an Action
- Choose Download as CSV. This will automatically take you to your Background Jobs page
- Once the lead export job has finished, click Download File to view the leads in a .csv file
Importing Contacts to Follow Up Boss
Note: Owners, admins, agents, and lenders can import.
For step-by-step instructions on how to import your Firepoint file, check out our Importing Contacts Overview.