Exporting leads from your SOLD.com Agent Portal is quick and easy, allowing you to organize your data and use it for follow-ups or CRM integration. Follow the steps below to export your leads and learn how this feature can benefit you.

Steps to Export Leads

1. Log In to Your SOLD.com Agent Portal

   • Visit https://agent.sold.com/login.
   • Enter your email and password.
   • If you’ve forgotten your password, click Forgot Password, and check your spam folder if you don’t receive the reset email.

2. Go to the "Referrals" Tab

   • Once logged in, click on the Referrals tab to see all the leads you’ve received through SOLD.com.

3. Export Your Leads

   • At the top of the "Referrals" tab, click the Export button.
   • A .csv file containing all your leads will automatically download to your computer.

4. Save and Organize

   • Save the .csv file in a secure location on your computer or cloud storage.
   • Open the file in Excel, Google Sheets, or your preferred program to view and organize the lead data.

Benefits of Exporting Leads

• Organizational Flexibility:

  • Use the .csv file to sort and prioritize leads by zip code, lead type, or other criteria.

• CRM Integration:

  • Upload your leads into your personal CRM system (e.g., Salesforce, HubSpot, LionDesk) for streamlined follow-up and management.

• Long-Term Access:

  • Keep a permanent record of your leads for future follow-up, even if they are no longer visible in your portal.

• Enhanced Marketing:

  • Use the lead data for targeted email campaigns, direct mailers, or other marketing initiatives to nurture relationships over time.

Best Practices for Managing Exported Leads

• Export Regularly:

  • Periodically export your leads to ensure your records are always up-to-date.

• Protect Your Data:

  • Store your .csv files securely, especially if they contain sensitive client information.

• Leverage CRM Features:

  • Use CRM tools to set reminders, track interactions, and organize leads for better follow-up strategies.

• Prioritize Leads:

  • Segment your leads based on their status (e.g., active referrals, appointments, agreements) to focus on the highest-priority opportunities first.

Need Help?

If you encounter any issues while exporting leads or have additional questions:

• Email: [email protected]
• Chat with Support: Use the live chat feature in your SOLD.com Agent Portal.

By exporting your leads, you gain full control of your data, making it easier to manage follow-ups, organize your pipeline, and grow your business with SOLD.com