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export_leads [2018/07/13 22:53]
brittany [Setting Permissions]
export_leads [2018/07/13 22:55] (current)
brittany [Setting Permissions]
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 +====== Exporting Leads ======
  
 +Exporting leads is a feature controlled by your Site Admin. ​ If you are wishing to use this feature, please contact your site admin to obtain the permissions to do so.
 +
 +Our lead manager exports leads into a CSV file.  This stores the lead's information in a structured table format which is great for use with Excel or Numbers. Your exported file will contain your leads contact information,​ source, notes, number of saved searches, last communication date and more. It will not contain the comprehensive list of activities the lead performed on your site.
 +
 +===== Filtering Export =====
 +
 +You are able to filter which leads are exported to your CSV file.  You can do this two different ways:
 +
 +1. Create an [[http://​docs.realgeeks.com/​lead#​finding_leads|Advanced Search]].
 +
 +2. Check the boxes to the far right of the leads you wish to include in your export.
 +
 +Note: If you skip this process, clicking the CSV button will automatically export your entire list of leads.
 +
 +{{::​export1.jpg?​800|}}
 +===== How to Export =====
 +
 +
 +After your permissions are set, you will see this button at the top right of your lead's screen: ​
 +
 +{{::​export2.jpg?​800|}}
 +
 +To export your leads follow these steps:
 +
 +1. Go to your "​Leads"​ tab.
 +
 +2. Either use the advanced search or check the leads from the list of leads.
 +
 +3. Click on the CSV button.
 +
 +4. Check your email and download the attachment. ​
 +
 +{{::​exportleads3.png?​600|}}
 +
 +{{::​exportleads4.png?​500|}}
 +
 +
 +
 +===== Setting Permissions =====
 +
 +If you are a site admin and would like to allow a particular agent to export leads, follow these steps to set their permissions:​
 +
 +1. In the Lead Manager, go to Agents.
 +
 +2. Click on the agent for which you would like to set permissions.
 +
 +{{::​exportleads5.png?​500|}}
 +
 +3. Scroll down to Permissions.
 +
 +4. Check off the box next to Export Leads.
 +
 +{{::​exportpermission.jpg?​500|}}
 +
 +Need more assistance? Message us at [[https://​www.realgeeks.com/​support|Support!]]
export_leads.txt ยท Last modified: 2018/07/13 22:55 by brittany