I need to be able to actually do a csv export of data. I do not have the data that I need in order to actually do some managerial accounting… I am currently having to manually input my leads and from what source in order to do the managerial accounting work that I need to do which is almost adding more work for me than having drip jobs is saving me.
I need to be able to export
Client essential data (name, address, etc.)
Lead source
Current status
Jobsize (if job was one)
Multiply job sizes (if more than one job done for same client)
When contact was created
When job was completed
ALSO
I REALLY need to be able to change when a contact was created in drip jobs and export that data so that I can account for what is happening every month..
In Review
💡 Feature Requests
Over 1 year ago

Hayden Owens
Get notified by email when there are changes.
In Review
💡 Feature Requests
Over 1 year ago

Hayden Owens
Get notified by email when there are changes.