Embedded Files
For each source, a list of leads can be filtered and downloaded as needed alternatively this can be done directly from the source.
Click on “Insights”--> “Reports”
2. Either locate the source that the list of leads is needed for, or search for it in the search box.
3. Click on the source.
If there are fields that are needed in the report, filter them out by clicking on “Filter” on the top left side of the screen.
4. Click on “Settings”.
5. Choose relevant settings.
6. Click on “Fields” which will take you to a list of fields.
7. Remove the unnecessary fields by clicking on the “X” on the right-hand side of the field.
8. Click “GENERATE,” and a “Generate Report” window will pop up. Select the time, fill in the email address, and click “GENERATE” once more.
The file with the requested info will be sent to the email address listed in the “Generate Report” pop-up box.
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