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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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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.
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| title | Click here to see all fields that can be exported in the All Leads Status Report (CSV) |
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- 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
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To access any of these reports:
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