Leads - View and Export

Steps to view and export leads captured

The admin panel allows for the exporting of lead data into a CSV file format, enabling seamless integration with external systems or analysis tools. This feature streamlines the process of accessing and utilizing lead information for further analysis, reporting, or integration purposes.

Viewing and Exporting Leads:

    Log-in to your Exotec Lead Capture application using your Admin User Email ID and Password
    To view and export the leads generated by you - Click on the 'Admin' CTA on the navigation bar. From the dropdown select the 'View Leads' option. This will open a table containing all the user data captured by you. Click on the 'Download CSV' button on the top right corner to export a CSV file containing all leads captured by you
    To view and export the leads generated by all users - Click on the 'Admin' CTA on the navigation bar. From the dropdown select the 'View All Leads' option. This will open a table containing all the leads captured by your users. Click on the 'Download CSV' button on the top right corner to export a CSV file containing all the leads captured.
    You can refresh the data to view the latest entries by clicking the 'Refresh' button on the top right
    You can sync the captured data on Salesforce, by clicking on 'Sync Salesforce'.
Note: The data auto-syncs to the Salesforce marketing platform every few seconds.