đ Where to Find the Export Option
Go to the Leads tab within your Properti dashboard.
Look for the Appraisal Page button at the top of the page.
Just underneath this button, youâll see a Download icon.
đž How to Export the Leads List
Click the Download icon.
A dropdown will appear â select Export CSV.
The system will generate a
.csvfile containing your lead contact information.
This CSV file can be opened using Excel, Google Sheets, or uploaded to third-party platforms like Vault or your CRM.
â Whatâs Included in the Export?
The exported CSV typically includes:
Contact Name
Email Address
Phone Number
Source of Lead
Date Captured
Note: Data may vary depending on what information has been captured for each lead.
đ Troubleshooting Tips
Make sure you have the necessary permissions to export data.
If the download doesnât work, try refreshing the page or clearing your browser cache.
Contact support if the export icon is missing or greyed out.
đ Related Articles
Need more help? Reach out to our support team via chat or emailâwe're happy to assist!
