How do I export my leads?

 Instructions for iPad

If you would like to export your leads:

1. Open the app, click “All” under “Leads” on the left menu.

2. Click the “Export Leads” button at the bottom of the screen (this will export them to a .CSV file which will automatically attach to an email) 

3. Send that email to yourself (NOTE: You must have your Mail App configured to do this)

4. Login to your email and open the attachment you just sent with Microsoft Excel

 

 Instructions for Android

 

If you would like to export your leads:

1. Select the "Leads" tab at the top of the Listing Page. All of your leads should appear on the left. To export, Select "Export Leads" at the bottom of the screen.

2. You will be prompted to select which lead's you'd like to export.

3. You will be prompted to send that email to yourself. Note: you must have your Mail app configured to do this.

4. Login to your email and open the attachment you just sent with Microsoft Excel. 

 

 

 

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