Lead Export Section

In this article you will learn how to use the lead export function found in your Insights Dashboard.

C
Written by Cory Puckett
Updated over a week ago

In the Lead Export Section you will be able to quickly customize your lead export data and filter by Creation Date, Qualification Date, Lead Status, Lead Source, Lead Type and Team Member Name.

Once you have filtered the table, you can export the data by hovering over the table and clicking the 3 dots in the right hand corner. This will allow you to download in CSV or Excel format.

Did this answer your question?