How to Export Data in Shape — CRM Training
Shape CRM Training Guide: https://setshape.com/training/exporti...
Exporting data is an essential part of reporting, compliance, auditing, list management, and operational workflows inside Shape. Whether you’re pulling a list for marketing, reviewing pipeline activity, backing up records, or sharing data with leadership, Shape’s export tools give admins (and optionally other roles) the ability to download exactly the data they need — securely and efficiently.
This training video walks through how exports work, who can export, how to configure permissions, how export files are generated, and where to retrieve completed exports. If your team relies on accurate reporting and controlled data access, this guide helps you manage exports properly across your mortgage organization.
🔍 What You’ll Learn in This Video
00:00 — Why exporting data is important in any CRM
00:14 — Opening a previously completed export
00:31 — Locating the export button on list views and reports
00:48 — Understanding what gets exported (pages, visible columns, record count)
01:07 — Why export permissions are restricted by default
01:17 — How users without access see no export button
01:27 — Navigating to Role Permissions in Settings
01:36 — Searching for “export” permission
01:48 — Granting export access to additional roles (admin, director, etc.)
02:07 — Best practices: Why export access should be carefully controlled
02:17 — What happens when you initiate an export
02:24 — Viewing your export history in the Export Report
02:39 — How long exports take (small vs. large data sets)
02:54 — Why very large exports may process after hours
03:05 — Planning ahead for high-volume data exports
🚀 Why This Matters for Sales Teams
Proper export management ensures:
• Secure handling of borrower and lead data
• Accurate reporting and list segmentation
• Controlled access to sensitive information
• Compliance with company and regulatory policies
• Faster workflows for admins and team leads
• Reduced risk of unauthorized data downloads
Export permissions and processes protect your CRM while still empowering teams to work efficiently.
🧠 Key Features Highlighted
✔ CSV export functionality
✔ Role-based export permissions
✔ Export report + download history
✔ Column-based data export
✔ Secure handling of large data sets
✔ Admin controls for data governance
👉 Want to See Shape in Action?
Streamline your workflows, manage data securely, and empower your team with Shape’s all-in-one CRM
📅 Book a Demo: https://setshape.com
👍 If This Video Helped You
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