Export property valuation of a contact

To do this, proceed as follows:

1. Go to the ‘Contacts’ menu item
2. Open the detailed view for the desired contact by clicking on the contact.
3. On the right-hand side of the detailed view, you will see a timeline containing all actions relating to the contact. This also includes their property valuation
4. Search for the property valuation in the timeline and open it.
5. Click on the ‘Export XML’ button.
6. An XML file will be downloaded with all relevant details about the property and the contact, which you can import into your CRM.