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. |
A CSV file is generated.
➢ | To view lead history: |
1. | Select the desired lead, click ….and then select Lead History. |
2. | Select Details to view additional information for a specific lead. |