How to Export Leads

Requirements:

• Roof Quote PRO™ active subscription

Overview:

The process detailed below can be used to export leads from the RQP Leads, Other Contacts, or Address Only tabs. The steps are the same regardless of which lead type you are exporting

Instructions:

1. To start, login to your portal and go to the Dashboard.
2. Select the lead type tab you want to export from (RQP Leads, Other Contacts, or Address Only).
3. In the bottom right corner, click the Show 10 Items dropdown and select Show 50 Items to display more leads per page.
4. Apply any filters needed to narrow down your results. To learn how to apply filters, click here.
5. Select the leads you want to export.
   1. To select leads individually, click the checkbox next to each lead.
   2. To select all leads on the current page, click the checkbox in the top left corner (located under the Dashboard tab icon).
6. Navigate through every page of results and continue selecting leads until all desired leads are selected.
7. Once all necessary leads are selected, click Export to Excel or Export to CSV to generate the file in your preferred format.