You might want to export your lead or process data occasionally, and LeadSimple makes this easy to do using the export button on any lead pipeline or process type.
Currently, it is only possible to bulk export a list of leads or processes with their contact info, property information, comments, stage and other details. Notes and activities (e.g. calls, emails, texts) are not included in the exported file.
However, you can export the conversation history for individual leads or process deals (maybe to use as proof in an eviction or other process).
1. To do this, navigate to the lead or process you want to export the activity from.
2. Add /activity to the URL in your browser.
This will pull up a list of all your email and text conversations with that customer or lead.
3. Now, click File > Print (or command + P on Mac | control + P on Windows)
4. From there, you can choose to print the file, or save it as a PDF on your computer; saving it to PDF is useful if you need to send this to someone via email.
If you have questions or feedback about this, let us know by sending an email to email@example.com.