How To Export Your Marketing Records (Buyers List)

How To Export Your Marketing Records (Buyers List)

The Investment Dominator software stores your data securely in the cloud, but we understand that some of our clients want to be able to personally back up their contact records from time to time.

The best way to do this is to use the built-in “Export” function to create a .csv file of your records.

Here’s how to do it.

After logging into your Investment Dominator app, click on the “Buyers List” tab and then click on the “Export” button.

The .csv file will automatically download, and you can open it using Microsoft Excel.

If this is an option that you would like to take advantage of, be sure make a note on your calendar to export the data regularly so the .csv file you have as a backup is as up to date as possible.

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