Ability to export saved contacts into a spreadsheet

Posted 6 months ago by SkySlope Support

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SkySlope Support Admin

Created By Jordan Calley

Requester

Hey y'all! In an effort to minimize repetitive work, might you be able to add a feature to download saved contacts into a spreadsheet for future CRM purposes?

Your girl is sending out Christmas cards, and I realize now that the vast majority of my contacts are in SkySlope only.

Thanks!

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3 Comments

SkySlope Support posted 6 months ago Admin

Created By James Condrey

Requester

I second and third this motion! Looks like this was asked 3 years ago and updated 9 months ago. This would be very beneficial. Thanks

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SkySlope Support posted 6 months ago Admin

Created By Marla Witter

Requester

This has my vote. Not picky on where this can be pulled from. The directory tab seems to make sense. As far as the information, I would like to include, Name(s), Phone Number, Address(2), Property Address, Email, and Buyer/Seller indication. I use kvCore for CRM.

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SkySlope Support posted 6 months ago Admin

Created By Prod Squad

Agent

Hey Jordan!

Charleigh from the Product team here at SkySlope. We think this is a great idea! A few questions -

Would you expect to be able to download this from the Directory tab, or did you have somewhere else in mind?
What information would you expect to see in the exported sheet?
What CRM platforms do you use currently?

Looking forward to hearing from you!

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