Export by Category

How to export deals by date added, team member, times mailed, deal status, and more.

Updated over a week ago

Filtering your list can help you get the data you want to export. There are a lot filters to choose from - Filter by Deal Status, Filter by Enhanced Search, Filter by Owner Type, Filter by Times Mailed, Filter by Team Member, Filter by Property Tags, Filter by Sequence, Filter by Mail Template, and Filter by Date Added.

Just go to Deals, List View, and click on the filter icon on the top right corner of your screen.

Tap on any filter you want to use. Feel free to use more than one filter (i.e. Filter by Team Member, Filter by Date Added).

Click Save Filters.

Your deals should appear on your list based from your search and are now ready for export.ย 

Click on the three dots above the filter icon.

Select Export All Deals (number of deals).

Save your file.ย 

That's it! ๐Ÿ‘

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