Exporting to CSV

You can export the details of a specific customer lead to a csv file.

To export to CSV:
Select the desired lead, click …and then choose Export to CSV.

Graphical user interface, text, application, email

Description automatically generated

A CSV file is generated.

To view lead history:
1. Select the desired lead, click ….and then select Lead History.

Table

Description automatically generated with medium confidence

2. Select Details to view additional information for a specific lead.