Is it possible to export leads? I would like to be able to transfer leads that do not turn into clients into a secondary follow up system. Is there a way to export the info into excel?
Comments
Neysa Lopez
ShootQ
Hi CJ,
The way to export only Leads would be to go to your Relationships tab, then use the drop down filters at the top left to filter down to Clients > Leads. Once this filtered list loads, you can click the link to select all, and you will get an option on the right hand side of the list to export that list as vCards. You can then use an online converter (usually I just Google one) to convert vCards to a csv file. In the future, your ShootQ related questions might not be readily seen in the Nimbus forums, so try emailing help@shootq.com and this will send us a support ticket. :) Hope this helps!
Comments
Hi CJ,
The way to export only Leads would be to go to your Relationships tab, then use the drop down filters at the top left to filter down to Clients > Leads. Once this filtered list loads, you can click the link to select all, and you will get an option on the right hand side of the list to export that list as vCards. You can then use an online converter (usually I just Google one) to convert vCards to a csv file. In the future, your ShootQ related questions might not be readily seen in the Nimbus forums, so try emailing help@shootq.com and this will send us a support ticket. :) Hope this helps!
Best, Neysa