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.
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.
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: email@example.com
The subject of the email will be: 'A Lead Export Has Been Shared With You'
The following fields will export:
Cell Phone 1
Cell Phone 2
Preferred Listing Name
Assigned Agent Name
Address Label Line One
CASL Subscription Date
Contact Searchalert Id
Deleted By Imp
Google Contacts Update
Hashtag Searchalert Id
Last Closing Date
Primary Date Checked
Search alert Hashtag
Spouse First Name
Spouse Last Name
Viewed On Mobile
Vow Access Method
Please Note: if you'd like your agent notes exported please reach out to the Support Team!
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org!
(Keywords: export, lead export, contact exports, csv)