Exporting Contacts/Opportunities 👥 📂

Exporting Contacts and Opportunities SOP

Objective

This SOP outlines the steps to export contacts and opportunities from the system, ensuring that team members can retrieve the necessary information in a preferred format.

Key Steps

Step 1: Access Smart Lists 0:15

• Modify the default view by adding extra columns for more information.
• Consider adding columns such as lead source or GHL link.

Step 2: Select Contacts to Export 2:45

• Highlight the contacts you wish to export.
• Ensure you have selected the correct contacts for your export.

Step 3: Execute Export 2:56

• Click on the export button to initiate the export process.
• Wait for the export to complete.

Step 4: Check Export Status 1:16

• Navigate to the bulk actions section to check the status of your export.
• Confirm that the export is completed.

Step 5: Download Exported File 1:31

• Click on the download prompt to retrieve the exported file.
• Open the file to review the exported data.

Step 6: Export Opportunities 3:27

• Follow similar steps to export opportunities as you did for contacts.
• Ensure to select the correct opportunities and apply any necessary filters.

Step 7: Review Exported Opportunity Data 4:42

• Open the exported opportunity file to check for relevant information such as opportunity name, contact name, and pipeline details.

Step 8: Update Contacts or Opportunities 5:19

• Use the contact ID or opportunity ID for updating records.
• Prepare to clear unnecessary data and retain only essential columns for updates.

Step 9: Finalize Updates 6:31

• Update the lead values or other necessary fields as required.
• Ensure all updates are accurately reflected in the system.

Cautionary Notes

• Always double-check the selected contacts or opportunities before exporting to avoid errors.
• Ensure that sensitive information is handled according to company policy during exports.

Tips for Efficiency

• Familiarize yourself with the smart lists feature to streamline the export process.
• Regularly update your default view to include the most relevant columns for your work.

Link to Loom

https://loom.com/share/87e2f0b39f8c44e0898951fea0b7a262

‍