Export Contacts from CINC

If the site admin has granted you export permission, or if you are the site owner, you can export a list of your leads to a CSV spreadsheet at any time.

1. Use your filters, pipeline, and labels to pull up the list of leads you'd like to export.

2. Click the "Leads Dashboard" title at the top of the page and select the "Export Leads" option.

*** if it does not appear, then you do not have that permission granted. ***

3. Enter your email address where you would like the exported spreadsheet to be sent. If it's a large list, it can take up to an hour to send.

There will be a link in the email you receive that will allow you to download the spreadsheet of your leads.

 

Currently this is the list of fields that are included in the export:

  • First Name
  • Last Name
  • Email Address
  • Email CC
  • Status
  • Labels
  • Quality Score
  • Cell Phone
  • Home Phone
  • Work Phone
  • Address
  • City
  • State
  • ZIP
  • Agent Assigned
  • Partner Assigned
  • Listing Agent Assigned
  • Registered
  • Source
  • Last Login
  • Login Count
  • Last Touch
  • Last Touch Type
  • Average Price
  • Median Price
  • Favorite City
  • Timeframe
  • # of Property Inquiries
  • # of Favorite Properties
  • # of Property Views
  • # of Saved Searches
  • Pre-qualified for Mortgage
  • House to Sell
  • First Time Buyer
  • InfusionSoft ID
  • Overdue Reminder Date
  • Notes
  • Property IP
  • Buyer/Seller
  • Opted In Email
  • Opted In Text