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Export Leads
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Last Updated
24th of May, 2011

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You can download a .csv (comma separated values) file with information about leads on your account. To download:

  1. Go to Lead Management --> Export Leads.
  2. On this screen, you are presented with a number of options for filtering which leads you would like to export. You can choose to export only leads assigned to agents, leads that have signed up within a specific time range, etc. You can also include saved searches and lead notes in the export.



  3. If presented with an option to open or save, select Save.
  4. The file will download. You can open and view it with Microsoft Excel or a similar program.

See the video demonstration below:

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