Export List of Contacts on SmartPlan
6
votes

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Skylar Casian commented
If I had a list of FSBO and I wanted to do the initial outreach through Command I could export the list onto an "initial outreach" smart plan and move any leads seamlessly through other smart plans through the vetting process.
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LABS Team commented
Currently we are not able to see the full list of contacts on a Smartplan. Being able to see a full list would allow us to more easily adjust who is on the plan, maybe identify someone we missed, or decide to take someone off.