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Classic - How To: Export All Leads

Classic - How To: Export All Leads

Instructions

  1. Log in to Insellerate as an Org Admin.

  2. Navigate to inSight.

  3. Select My Reports.

  4. Select All Leads from the Report Name dropdown.

  5. If you refresh the screen, the Status column will say Queued while the system is loading the data and Success when it’s ready for download.

    1. You do NOT need to remain on this page while the data loads.

    2. It can take several minutes for your data to load and is dependent on how much data is held within the system.

    3. You will receive an email once the file is ready for download.

 

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