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Export Lead/Sales Information (Sales, Leads, or Both)

 

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These reports will allow you to export information from InTouch as Leads, Members, or both. Want to mail a referral guest pass to everyone that joined in the last 90 days? Or send a postcard to your most recent leads? Download a spreadsheet to easily make address labels. Additionally, use this report to view and analyze data in different ways through Excel. 

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Won Lead* Export Report (CSV)

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