Export Opportunities into .CSV File
Agents should have the option to 'Export' a list of their Opportunities into a .csv file. The file would include all dates, property address, client names & other details in separate columns.
Lindsey Vranek
shared this idea
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Jamie Milam
commented
Would like to pull a list/report of all contact that you've done a transaction with (as far back as command will go) and either bulk tag them (so we can easily identify them for export) or just export them in general so you have their contact info in one file.
It’d be great if command offered a feature that allowed us to filter contacts with an opportunity, then check all, bulk action export… but it doesn’t seem to. A future like that would make it easier for all agents to be able to bulk tag and make better use of their CRM.
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Nicole Maldonado
commented
I would use it to be able to easily add home purchase anniversaries to clients to stay in better touch.
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Jon Pemberton
commented
I'd like the ability to export my opportunities into a spread sheet with information like address, commission, agents, clients names, emails, phone numbers, etc.
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Lynn Rampino
commented
How much more of a review needs to be done on this before we have this option? Thank you.