We've made it easy to export your leads. Here's what you need to do:
Desktop
Log in to your account on the DealMachine website.
Go to the Leads tab.
Select the leads you want to export.
Click Lead Actions.
Click Export Leads.
Choose between Properties or Contacts.
Type in the email address where you would like to receive the file and click Submit Export.
What's the difference between Properties and Contacts export?
Exporting Properties will let you download all of the lead properties which include all the data points about the leads, the property tags, lead status, the date when the property was added, the lead source, the lead owner, and times mailed. It will also include the owner's information and their contact information.
When exporting Properties, you will have the option to export all data points or just select a couple of data points that matter to you. Toggle on "Include all lead properties in the export." to export all and toggle it off to select data points to export.
You will also have the option to scrub phone numbers (DNC, Landline, and Wireless) and an option to include or exclude leads without phone numbers after the phone numbers have been scrubbed.
On the other hand, exporting Contacts will only let you download the contact details of the people associated with the property. Data points include the contact names, phone numbers, email addresses, mailing address, occupation, gender, and education among others.
When exporting contacts, you will have the option to include just the Likely Property Owners, the Potential Property Owners, the Family Members, or the Contacts Likely Renting. By default, we exclude contacts who are potential property owners only and likely renting but you may put a check inside the box to include them in the export.
As with Properties Export, you will have the ability to scrub phone numbers that are in the Do Not Call (DNC) List, landline numbers, and wireless numbers. Make sure to toggle them on or off according to your preferences.
You may also include or exclude leads without phone numbers after the phone numbers have been scrubbed.
Lastly, we also have the option to Deduplicate Contacts. Toggle this on if you don't want the phone numbers or email addresses to appear twice on your spreadsheet if a phone number or email address is already listed for another contact (usually in the same family).
Mobile
Open the DealMachine app and log in to your account.
Tap Leads at the bottom of the screen.
Tap Select.
Select the leads you want to export.
Tap the Lead Actions button.
Scroll down and tap Export Leads.
Choose between Properties or Contacts.
Confirm the email address where you would like to receive the file and click Submit Export.
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 file from your dashboard.
After exporting your leads, click the Notifications🔔 icon on the top right corner of your screen beside your picture (or initials if you don't have a picture yet). Under ALL or ACTIVITY, you should see an activity log for the export that you just did with an option to download the file.
Note: On the mobile app, tap More to access Notifications.
I do not have an export option.
You need to be a team leader or have export permissions turned on to be able to export leads.
The option to Export has a lock in it.
If you see a lock beside the export button, that means you are probably in the free trial. The export functionality is only available for paid accounts. If you are not ready to pay for a subscription yet but would like to see what the export file looks like, check out the links below:
Properties Export
Why am I seeing an upgrade option and error messages when exporting leads?
Your export limit depends on your current subscription plan. If you reach this limit, you'll see an upgrade prompt or an error message when trying to export more leads.
To avoid this:
Check your export limit in your plan details.
Export only up to your monthly allowance to prevent errors.
If you need to export more leads, consider upgrading your plan.
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