Purpose:
We have a multi-channel marketing platform available to our users to assist with making the necessary touches to their leads.  On average it takes our users at least ten touches to their leads before they start seeing success.  We have also made it available to our users to download the data and use our data with third party marketing services.

(A pop-up disclaimer appears when data downloading informing you of the contractual terms and conditions)

After saving a customized list through the 'Lead Dashboard' you are able to download the list by the following steps:

  1.  Locate the 'Smart Leads' module from the homes-creen.
  2. Click on the 'Search Leads' button within the module.
  3. Click on the 'Gear Icon' in the right-hand corner of the search results.
  4. Select 'Load Search'.
  5. Click on the 'Search Bar' and select your previously saved list.
  6. Click on the 'Load' button.
  7. When the list populates, click on the 'Gear Icon' in the right-hand corner.
  8. Select 'Download List as CSV'.

The following pop-up will appear:

 9. Once you have read the terms for downloading select 'I           Agree, Continue To Download'.

Thank you for reading this article. We hope we were able to help!

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