Exporting a List of Leads

Unifyr Support
Unifyr Support
  • Updated

To export a list of distributed or registered leads, follow these steps:

  1. Navigate to your Distributed Leads or Registered Leads page.

  2. Click Export.

    portal_leads_export.png

  3. Select the scheduling option for generating the file:
    • To obtain a single current copy of the contacts list, select Send Now.
    • To schedule regular delivery of the contacts list, select Send Daily, Send Weekly or Send Monthly.

  4. Click Export Contacts. The report is sent to your My Downloads area, and will be sent with the specified frequency if you selected something other than Send Now.

    The list is exported as a CSV file and includes the data provided for each contact.

    Any custom Contact Fields are included in the export, as well as general contact fields. For more information, see Contact Fields.

    Depending on the number of records in the database, the process may take some time to complete. When it is done, you will receive a message confirming that you can access your report from your My Downloads page.

    portal_my_downloads.png

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