Exporting Leads from an Order (Providers)

You can export a list of leads from an activity. This is useful either for generating a printed list or quickly manipulating the data using Microsoft Excel tools.

You can also use the exported file as the basis for an import of leads to an order. This will help keep the data consistent and reduce import errors.

1. In Manage Orders, find the activity whose leads you want to export.
2. Click View Order.
3. Select Leads.
4. Click Export.
5. Choose one of the scheduling options: Send Now, Send Daily, Send Weekly, or Send Monthly. Using these options you can either do a one-off export or set up a regular mailing of the list to ensure your records are always up to date.
6. Click Export Contacts. The list is emailed to you, based on the schedule you chose.