Exporting your Book of Business
Carmen Lockhart avatar
Written by Carmen Lockhart
Updated over a week ago

From your agent dashboard, you can export your leads, clients, or your agency’s full book of business. 

How it works:

Go to the tab that says "Leads" to export your leads, or go to the "Clients" tab to export your clients. Click "Export" on the right side. 

Note: Once “Export” is clicked your .csv file will automatically download. If you have a large book of business, you will receive an email with a link that contains this export (you must be logged in to your dashboard to view this link).

To export an agency's full book of business, click the "Agency" tab on the left (available for admins only), then click the "Export" button on the right. 

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