Use this guide to filter and export CRM records in iamproperty.
1. Open the relevant Sales or Lettings record list using the menu or Explore your... view.
2. Select #all to display the active records, then switch to List View if you want to sort or filter columns.
3. Select a column heading to sort results, or use the three-line column menu to choose a filter and enter your search term.
4. Review the matching records. Use the export options if you need an Excel or PDF copy.
5. Clear your filters when you want to return to the full list.
Watch the walkthrough
Good to know
• CRM remembers your last choice of Tile or List view.
• Not every column supports sorting.
• Archived records may require a separate filter.