There are some things that every professional in that industry needs to guard with their life.  Construction workers guard their tools; brokers guard their contacts.  No matter where they go, brokers need to have their contacts readily available.  We understand how much blood, sweat, and tears went into compiling your book of business.  This is why Digsy provides a simple, but easily customizable method of exporting your contacts.  

Below we’ll walk you through on how to export:

  • all of your contacts
  • a variety of lists using the Search Function

Exporting all of your contacts

  1. Go to the Search Function

2. Once you’re inside the Search Function click “SEARCH” to pull up all of your contacts

NOTE: Make sure all search fields are empty to access and export all your contacts.

3. Once the list populates, click the export icon (It’s the button with a black square and arrow on it)

4. You’ll now be prompted to download a CSV file of all of your contacts

Running a report of your contacts

You can create and export a multitude of reports by using any combination of fields in the Search Function

1. Go to the Search Function

2. Select the search parameters for specific contacts you’d like to export.In the example below, we’ll be exporting all contacts whose leases expire after November 22, 2017.

3. Once the list populates, click on the export icon to download the report as a CSV file.

NOTE: You can mix and match your search parameters to create as many different reports… the freedom is yours!

Sign-up for a free trial of our Smart CRM for CRE at www.digsy.ai

About Digsy AI

Digsy AI is a Smart Commercial Real Estate CRM that helps you make more money in less time.

With Digsy AI you interact with CRM contacts, email, phone & property data from one central place –

So you can prospect faster and close more deals in less time. No credit card required. Get your FREE trial at no-risk NOW!

 

commercial real estate