ChapterBuilder - Council Dashboard - How do you export your Leads data?
You can export selected data about your Leads on your list into a single spreadsheet.
To export one or more Leads, simply follow these steps:
Navigate to the Leads List (click on "Lead List" on the left-hand navigation bar).
Select each of the leads you want to work with (you can select all by clicking the checkbox in the upper left hand corner). You will know which leads are selected as they will be highlighted red.
3. Click the red "Actions" button (top right corner of the list) and select "Export Leads"
4. Select the data you want included in your export. Then click submit.
5. The file will download automatically in a .csv format.
Here is the information you can include:
First Name
Last Name
Email
Phone Number
Status
Main Contact
Tags
Referral Source
Info Fields (individually select)
Summary
You can export selected data about your Leads on your list into a single spreadsheet. Select all the Leads you want to include, click "Actions" and then select "Export Leads." There you will be able to customize your export to capture the data you specifically want.
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