- Go to Admissions/Leads > Online Contracts > Submitted/Pending Contracts.
PRO TIP! You can use the Submitted/Pending Contract shortcut on the dashboard or search for it in the upper left search menu.
- This will take you to the Lead Contracts table where you can use the Filters option to narrow down the list of contracts.
- Bulk Select all of the leads > click Other > Export Contracts or Export Contracts (w/ All Lead Data & Custom Data).
PRO TIP! Use the Export Contracts (w/ All Lead Data & Custom Data) option when you need to include all of the custom data available for your leads.
- Either option will take you to the Export Wizard where you will be able to select any of the columns of information you need.
- After you have selected the columns you need, click Export Selected (.xlsx) (preferred).
PRO TIP! Don't forget to use the Save Selection as template for future use button if you want to save the export parameters fo the future.