This article will show you how to export your leads into a CSV file.
*Navigate to CRM > Current Contacts
- Select All Users from the Filter By User dropdown window
- Remove the check next to “Filter By Date?”
- Click the box labeled as Export Contacts to CSV
Your browser will begin a quick download that produces a CSV file containing all of your contacts and any information housed in the lead record. This includes notes, comments, loan amount information, contact information, etc. For security purposes you will be required to export the data on your end. LoanTek employees are not able to do this for you.