Any list of leads or reports can be exported from Blitz by clicking the Excel icon in the black bar above the list.
This feature is often used to create mailing lists, save reports, or to transfer information into another system for texting, emailing, or other methods of contact.
Only the columns shown on the page will export. To export more or less information, click "Column Options" This allows you to show or hide columns.
To only export a portion of the list or report, click the three dots and apply filters to each column you want to filter.
*If the export button is missing, contact your account Administrator. They will have to enable it in your settings.
In order to use scrubbing tools outside of Blitz, first follow therefore mentioned steps to exporting contacts from a list.
The best practices are not to keep re-uploading the scrubbed sheet.
Typically only 4-5 names off a list are scrubbed every week. Run the list through the scrubber after and export.
Do no re-import it. Instead, find the names of the scrubbed leads in blitz and update them one at a time.
This will save lots of duplicate work later on.
In order to begin the mail merge process, a list of leads must be exported to an Excel spreadsheet. To do so, refer to the following steps:
- Go to Leads and click on All Leads By Folder.
-Select the Folder in which you want to create the mailing list
-Click on the button in the black bar
-The Excel application will open on your computer with a spreadsheet of the leads you exported
-This following link will provide step by step instructions on how to complete the mail merge process in Microsoft Word: https://support.office.com/en-us/article/Mail-merge-using-an-Excel-spreadsheet-858c7d7f-5cc0-4ba1-9a7b-0a948fa3d7d3