Criteria

Contact Ownership

You may only export the contacts that you own. Typically your owned contacts are the ones that sign up directly on your personal kvCORE website, or the contacts that you import (you can set the ownership upon import.) Contacts that come from your team, or office squeeze pages or ads are owned by those entities.

You can check ownership in the Smart CRM at any time for a list you are working with using the 'Columns' dropdown on the right.

Full Address

The contacts must have a full address in their profile in order for them to export. You can add an address by entering the contact profile and click 'Add Address' on the left side.

Exporting

Step 1 - Open your Smart CRM

Step 2 - Select Export

Before exporting, you can use Smart CRM Filters to create a specific list of contacts to export.

Click on 'More Actions' -> Export

Step 3 - Email

Specify where you want your file emailed (the email linked to your kvCORE account will be the default). Then click 'Export'.

Your export will be sent from:  no-reply@kvcore.com
The subject of the email will be: 'A Lead Export Has Been Shared With You'

The following fields will export:

First Name

Last Name

Email

Status

Deal Type

Source

Business Type

Work Phone

Home Phone

Cell Phone 1

Cell Phone 2

Referrer

Capture Method

Rating

Homeowner Status

Avg Price

Avg Beds

Avg Baths

Preferred Listing Name

Preferred City

System Source

Registered

Assigned Agent Name

Email Opt-in

Hashtags

Action

Secondary Address

Address Label Line One

Agency Id

Anniversary Message

Birthday

Birthday Message

Capture Location

CASL Subscription Date

CASL ConsentType

Cell

Chat

City

Cole-json

Coledata

Company

Contact Searchalert Id

ContentHash

Convert

CreatedFromSync

Deal Type

Deleted By

Deleted By Imp

Deleted On

Distribution Rule

Distribution Running

Email Type

Facebook

Facebook Id

Fax

File

First Name

Gender

Geolocation

Google Contacts Update

Google Plus

Hashtag Searchalert Id

Idealestate Id

Idealestate Summary

Ip Address

Ipaddress

Label

Lang

Last Closing Date

Lead Merging

Linkedin

Listing MLSid

Manual Scoring

Occupation

Owner Id

Owner Type

Photo

Poi Address

Poi City

Poi State

Poi Zip

Price Range

Primary Address

Primary Baths

Primary Beds

Primary City

Primary Date Checked

Primary Footage

Primary Sqft

Primary State

Primary Zillowval

Primary Zip

Provider

Rating Updated

Rerun Data

Scoring Context

Scoring Next

Scoring Ran

Search alert Hashtag

Second Email

Secondary Address

Secondary City

Secondary State

Secondary Zip

Seller

Senddrips

Signup Mls

Signup Mlsid

Source

Spouse Birthday

Spouse Email

Spouse First Name

Spouse Last Name

Spouse Phone

State

Title

Town

Twitter

Url

Validate Enabled

Verse

Viewed On Mobile

Vow Access Method

Vow Request

Website

Websiteurl

Wife's Email

Youtube

Zip

Please Note: if you'd like your agent notes exported please reach out to the Support Team!

Related Articles

How to Import Your Leads

How to Mass Export Your Leads with Filtered Lists

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!

(Keywords: export, lead export, contact exports, csv)

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