How Can I Manage and Export My Leads After Canceling My CRM Subscription?
When you decide to cancel your CRM subscription with Book More Showings, it’s essential to understand the steps for retaining and managing your leads before your access period ends. This article explains the process, including timelines, exporting steps, and subscription options for continued access.
CRM Access After Cancellation
Once you cancel your CRM subscription, access to your account and associated data, including leads, remains active for up to 90 days. During this retention window:
You can log in to your account and export your lead data.
After 90 days, access is permanently revoked, and your data may no longer be accessible.
To ensure you retain your data, it’s recommended to act promptly during this 90-day window.
Steps to Export Leads from Book More Showings CRM
Follow these step-by-step instructions to export your leads:
Log in to your CRM Account: Access your CRM platform during the 90-day retention period.
Go to the Contacts/Leads Section: Navigate to the section in the dashboard where your lead details are stored.
Use the Export Function: Select the "Export" option provided; this will typically allow you to download leads in formats such as CSV or Excel.
Save the File Securely: Ensure that the exported file is saved securely on your personal devices.
Transfer Leads to a New CRM: - Log in to your new CRM software. - Use its "Import" function. - Upload the file you saved and map key fields such as name, email, phone number, and any relevant notes.
Data Verification: Spot-check several records to confirm that the data was imported correctly.
Subscription Options After Cancellation
If your program has ended and your CRM subscription is inactive, exporting leads to another platform is still possible. Alternatively, subscribers to the EliteCRM plan can continue accessing their data:
EliteCRM subscribers can view and manage leads directly within the "Contacts" section of the CRM dashboard (accessible via the left-side menu).
This upgraded subscription can prevent interruptions in data accessibility after program completion.
Best Practices for Data Management
To avoid losing access to valuable lead information:
Begin exporting and transferring data soon after subscription cancellation.
Regularly back up your lead records during your active subscription period.
If applicable, consider upgrading to the EliteCRM plan to maintain seamless access beyond standard retention periods.
By following these steps and best practices, you can ensure a smooth transition for your lead data and avoid disruptions in your operations.