FreedomSoft makes it easy to export your data when you need to back it up, share it with your team, or use it in another system. The export process works the same way for prospects, leads, buyers, and contacts.
Exporting Your Records
- Navigate to the List, Campaign, Workspace, Buyers tab, or Contacts tab and select the records you want to export.
- Click the orange More Actions button, then select Export.
Important Notes About Exports
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All data will be exported into a spreadsheet (.CSV) format.
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Items that cannot be exported include text messages, recorded phone calls, voicemails, documents, and pictures.
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Only spreadsheet-compatible data will be included in your export file.
Conclusion: Exporting records in FreedomSoft is quick and straightforward, ensuring you always have access to the data you need outside the platform.
For related steps on importing data, see How to Import Prospects, Leads, Buyers, and Contacts into FreedomSoft.