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How can I export my data?
How can I export my data?
Updated over a week ago

We've made it easy to export your leads. Here's what you need to do:

  1. Log in to your account on the DealMachine website. Currently, there is no option to download your leads from the app.

  2. Go to the Leads tab.

  3. Select the leads you want to export.

  4. Click Lead Actions.

  5. Choose Export Leads.

    We would then send you an email with a link to download the CSV file of your exported leads.

Do you need to wait for the email?

No. You can download the exported file from the website.

After exporting your leads, click the DealMachine icon on the upper left corner of the screen. Then, click the πŸ”” icon on the right side of your screen. Under the activity section, you should now see that you just exported your leads and an option to download the exported file.

I do not have an export option.

You need to be a team owner or have "export permissions" turned on by a team admin to view these options.

So if you don't see any export options, you probably don't have access to it or you are on the app. Be sure that you are trying this on the website!

Hope this helps! 😊

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