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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:
- Select the Reports tab
- Select the Live Reports
- Find the report you wish to export (Won Lead Export Report, Active Lead Export Report or ALL Leads Status Report)
- Click View Report
- Select the report date range
- Click View Report
- 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.
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