In order to make any changes to an off-market leads spreadsheet, you first have to download it.
Please follow the steps below:
- Open the spreadsheet
- Go to File and click on Download as (See the screenshot below)
- Select the format in which you want to download it.
- Our recommendation is to download it to a Comma-Separated Values (CSV) file. You will lose the formatting, but will have the most functionality.
- There seems to be some incompatibility with the current version of Excel, so to filter or sort it, you would need to copy the spreadsheet and paste it into an Excel file
- You can go to your Google Drive and upload it in Sheets
- Once you download it, you can filter, sort, or edit the spreadsheet in the way you want, including doing a mail-merge.
*Don't forget to click on Enable Editing at the top first!