Export Leads and Contacts as CSV
Navigate to Export Leads and Contacts (located under the lead management menu).
You will have a series of options:
All Databases: Display's Databases (Both databases that have been ended & active).
Active: Displays Databases that have not been ended (or deleted).
Finished: Displays Databases that have been ended (no longer active).
Export all leads from selected Databases: Exports all records regardless of status in the selected Databases.
Export positive leads from selected Databases: Exports contacts/leads with a positive status from the selected Databases.
Export negative individuals from selected Databases: Exports contacts/leads with a negative status from the selected Databases.
Export unactioned records from selected Databases: Exports a list of leads or contacts that have never been updated within Sanity OS.
Export actioned records from selected Databases: Exports a list of records that have been updated in Sanity OS.
Export appointments booked from selected Databases: Exports a list of records that have appointments booked within Sanity OS.
Smart Filters
Smart filters (also known as Advanced Export) is a powerful exporting function included in Sanity OS. It allows you to select multiple databases (with the same forms) and build a data profile befor exporting. The export conditions allow you to include/exclude segments of your database. You can also include/exclude columns in your export by using the check boxes where applicable. This function gives you total control of your data.