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

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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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.

Expand
titleClick here to see all fields that can be exported in the All Leads Status Report (CSV)
  • Club (Club Name - For organizations only)
  • Lead Status (Deleted, Interested, Not Interested, Won (Won = Sold/Joined)
  • Lead Lifecycle Status (Not Visited, Visited, Trial, Sold, Etc)
  • First Name
  • Last Name
  • Mobile
  • Home Phone
  • Work Phone
  • Email
  • Company
  • Date of Birth
  • Custom (the Custom field option in Contact info)
  • Sex
  • Address
  • City
  • State/Prov
  • Zip/Postal
  • Country
  • Product (Membership or Personal Training)
  • Lead Source
  • Lead Source Details
  • Contact Method
  • Lead Start Date
  • Lead Status Date Change (Most recent date that the Lead Status changed)
  • Lead Owner
  • Sold By
  • Split Sale With
  • Is Trial?
  • Trial Start Date
  • Trial End Date
  • Email Pref
  • Text Pref
  • Phone Pref

 

 

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.

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