Becoming a better saleperson
Exporting your data for reporting or marketing purposes
Exporting data is very easy in our service. If you want to export all your leads you can do it through the Admin menu and you can export the data in Excel or in JSON formats. JSON format is the preferred format for computers, whereas Excel is of course the preferred format for humans.
For marketing purposes you might want to export only a subset of leads, for example those with a certain tag, or a certain step. You might for example want to export all the cancelled leads with the tag “Water fountain” to send them an email with your mailing software. To do this just go to “All leads” and, in the right column, apply filters on tags and statuses. Then you just have to use the export button at the bottom of the page to get the export.
To have a nice export with the First name, Last name, e-mail in columns, you must have your leads correctly filed with the same labels as the predefined fields.
