Need a contact list for all the realtors you've worked with and/or repeat clients? Spectora makes it easy to export your contacts, allowing you to quickly access important information for follow-up, marketing, or relationship management.
Whether you need a list of realtors or clients for outreach or business tracking, this guide will walk you through the steps to export your contacts directly from Spectora.
🔴 Note: In order to export contacts, you will need to ensure you have the permission "can manage contacts" enabled on the Team page.
Exporting Agent Contacts
In this section, we'll show you how to export your agent contacts into a CSV file.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Agents"
Click "Export Agents" in the top right corner
Click "Download File"
The export will download as a CSV file to your computer and will contain the following information:
Name
Email Address
Address (Street Address, City, State, & Zip Code)
Phone Number
Number of Inspections
Website
Social Media Links
Tags
Agent Team
Exporting Client Contacts
In this section, we'll show you how to export your client contacts.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Clients"
Click "Export Clients" in the top right corner
Click "Download File"
The export will download as a CSV file to your computer and will contain the following information:
Name
Email Address
Phone Number
Number of Inspections
Last Inspection Date
Tags
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
