Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Export all leads (Active and Won) that were created and/or whose status change date is within the selected date range into a CSV file.

 

To access any of these 3 reports:

  1. Select the Reports tab
  2. Select the Live Reports
  3. Find the report you wish to export (Won Lead Export Report, Active Lead Export Report or ALL Leads Status Report)
  4. Click View Report
  5. Select the report date range
  6. Click View Report
  7. Depending on your Operating System, the file may download or open an Export dialog box. For the latter option, choose a format to export the data as (e.g.: Excel), or choose to save as a file.

...