Resources
→ Prospect Statuses and Filter Toggles
→ Export Information Explained
Steps
- In the menu on the left, click the PropStack™ icon (the sorting arrows).
- Choose Property Records or Prospect Records. The filters are the same on both tabs.
- Set your filters and click Apply.
- Select the records to export: check their boxes, or click the arrow next to the header checkbox to select all or a number of rows.
- Click Take Action → Export as CSV and follow the prompt to download the file.
You can also export a single record from the three dots on its row → Export as CSV.
Questions? Email support@leadsherpa.com.
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