Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
borderColor#ccc
bgColor#D5EFFF
titleBGColor#F7D6C1
borderStyledashed
  1. Filter leads on the My Leads page that you need to export.
  2. Click the 'Save to Excel' button located to the top right above the grid (see graphic below).Choose 'Open' or 'Save'
  3. Select the columns you want to export from the drop downs.
  4. Click the green Export button.
  5. Choose your download method (wait or email).
  6. View your results.

Click the Export button after selecting the columns from the grid that you want to export:

Image Added

Sample view of My Leads in Microsoft Excel:

Create a Printable View for My Leads

...

  1. Filter leads on the My Leads page that you need to print.
  2. Click the 'Printable View' button located to the top right above the grid (see graphic below).
  3. A new browser tab will open.
  4. View your results.
  5. Print the page from your browser window.