Exporting Leads

To export leads, follow these steps:

1. Navigate to My Leads: In the LeadCapture section, click “My Leads.”
2. Click Export Leads: At the top right of the page, click the “Export Leads” button.
3. Download CSV: A CSV file containing all lead data will be downloaded.

This file can be imported into various CRM systems and other applications.

Details of a Single Lead

To view details of a single lead, follow these steps:

1. Navigate to My Leads: In the LeadCapture section, click “My Leads.”
2. Select a Lead: Click on the row of the lead you want to view, or click the more button (three dots stacked vertically) on the right of the row and select “View Lead.”
3. View Lead Details: A side panel will become visible, displaying detailed information about the lead.



The Lead Details includes...

• Lead Details: Additional information (such as bio, company, social profiles, and photo) is available online with the email address provided.
• Contact Options: One-click buttons to call or email the lead.
• Calculator Activities: Cards with timestamps of the lead’s calculator activity, including property address and price details.
• View Estimate: A button to view the estimate generated by the calculator that made the lead hot.