How to Export Leads

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Forefront offers you various export options for information, including the ability to categorize data by status, campaign, and other relevant factors.

Export your leads from Forefront by clicking on “Settings” in the left-hand menu

Find Exports in the Menu list within Settings

Filter your data easily with the export option, allowing you to retrieve specific information when you need it.

Available Filters:

  • Lead Location – Leads that are in a Follow-up sequence in your Pipeline (Status) or Archived
  • Users – Leads assigned or not assigned to users in your CRM
  • Campaigns
  • Exit Strategies – Agent Referral, Fix and Flip, Lease Option, Owner Finance, Rental Rehab, Rental as is, Retail Listing, Subject to, Wholesale, Wholetail and Development.
  • Last Modified- Today, Yesterday, This week, Last week, Last 7 days, This Month, Last Month, Last 30 days, This year, and Last year.

(Note that the system cannot export more than 100 Leads, if there is any attempt to do so you will receive this warning)

Select the filters that you need, and once done, click on preview to see those leads before you download so you can confirm that the data you need is correct, once you click download a CSV file will be downloaded to your computer.

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!

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