Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7

HOME 

+1.888.437.8243

SUBMIT A TICKET

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. 


Won Lead* Export Report (CSV)

The Won Lead Export Report (CSV) exports all the won leads (or sales) for a date range to a CSV file. 

*A "Won Lead" is a Sale

Active Lead Export Report (CSV)

The Active Lead Export Report (CSV) exports all leads (except won) for a date range to a CSV file.

ALL Leads Status Report (CSV)

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.

 Click 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 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.

 

 

 

Browse Items | Suggest a Feature Improvement | Contact Us

  • No labels