Export Customer Profiles

How to export customer / lead profiles?

Follow these steps to download customer or lead profiles

• From the left menu, click on Prospects

• Now from the top bar, choose Export option

• You will see an option to pick a date range, choose your desired range and get the data of all customers in the date range

• It will try to download the report. If data is small enough, you will get a direct link in the pop-up. Otherwise, you will see a pop-up like this and the report will be sent to the email you have used to login.