Exporting is intended to get an overview of your leads for, for example, your administration. This allows you to easily create an overview in Excel.
When using the export function, it is possible to sort on pages, to only include a specific page in your export. Next, you can check through columns which data of a lead you want to process in your .csv export.
It is also possible to select a tag. Only companies associated with the tag are included in your export.
Example: Do you want to make an export of leads that have been on your contact page, that you have linked to the tag “Hot”? Then search for “Contact” at pages and select the columns and the tag “Hot”.
Next you will see the leads in the right part of your screen that meet the conditions for your export. It also gives you the opportunity to search and therefore select even more specific leads. Below you can see, for example, that a red line has been placed around “Last session”. Here you can, for example, filter leads that have visited your website for the first time in the past week. You can do this by searching based on date. Pay attention that you use the following time format: YYYY-MM-DD. This can be for example “2020-05-18”, so I search for all leads that have visited my website for the first time since May 18, 2020. You can also do this for example in the column “Last visit”. leads that have been on your website before.
After clicking on “Export **** companies”, you still have the option to adjust your selection of columns here. Is everything okay? Then you can click on “Export”, and the document will be downloaded directly to your computer.
TIP: The export is a .csv file. Do you want to convert it to a normal Excel file? Save the document, open Excel and go to the "Data" tab. Under the data tab, select “From text / CSV” and select the .csv file you just downloaded from Leadinfo. A window will now appear where you can change a number of options, but by default this is fine and you can click “load” after which the file will be opened in a clear view.