Exporting Leads

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The Export feature enables you to export lead details. Click Export on the menu bar, to view a list of all data that has been exported, as shown in Figure 1.

The list also displays the following details:

Size of the exported data
Date of creation of data
Person who created the data

The available sections in the export leads feature are:

My Exported Data
All Exported Data

 

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Figure 1 Exported Data List

To export new data:

1.Click the Generate new export link, as shown in Figure 1.

The New Export page is displayed, as shown in Figure 2.

 

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Figure 2 The New Export Page

2.Specify the type and criteria, enter the subject, select the fields to be included, and specify the field for sorting the contacts. Click Generate to generate the new export.

The exported file is listed on the Export Data page, as shown in Figure 3. The data can be viewed or downloaded as a .CSV file.

 

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Figure 3 Viewing the New Export File