Exporting Lead Data for Plus Person
How do I export lead information?
Exporting your lead information is easy.
Follow along with the our step-by-step video, or the written text below.
Exporting Visitor Data from your Leads Menu:
From your Visual Visitor dashboard go to 'Leads -> Search Leads' from there you can query the lead data you wish to download or run the preset report of the last week.
At the top of your search leads page, it will say 'Export' with a drop-down menu for numbers for you to choose from.
Step 1: Leads -> Search Leads
Optional Step: Set your Criteria if you want to filter specific leads.
Step 2: Export your recent visitors and then export to a CSV or Excel sheet.
If you have heavy traffic this could take a few minutes to download. No worries, your file will be ready shortly and you will be good to go.
Happy selling!
The exported information will not include click stream data. Use our Webhook integration to achieve this level of data being filed from the system.
Click stream data is your pages viewed.
Do you need to export leads for +Employee instead? Click here.
Ready to set up your Webhook integration? Click here.
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