Export Leads to Excel

OBJECTIVE

To export Leads to Excel from ConstructionOnline.

STEPS TO EXPORT LEADS TO EXCEL

1. Navigate to Lead Tracking via the Left Sidebar
   
2. Click the gray 3-Dot Action menu at the top right of the Leads pane
3. Select Export to Excel from the dropdown menu
    
   1. This will open the Lead Export Settings window
   
4. Choose the Lead information to include in the report
5. Click Save
   1. The Excel file will automatically download to your computer

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Leads & Lead Tracking can be found in the article FAQ: Lead Tracking. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.