We understand that finding specific leads in the Opportunities page can be time-consuming especially if you have hundreds of leads in different Pipeline stages.
Think Bullish made the data available for you to download at any time.
Please follow these steps below:
In the Opportunities page in Quickconnect, please Click on this Download Icon.
This will download all the leads data in an Excel file.
Open the Excel File and filter the columns to find the information that you are looking for. (i.e. filter the Stage column to find those who have Completed Consult, proceeded to Day 2, No-Showed, etc… depending on your Pipeline stages).
If you can’t find the download icon, please contact us and we will fix your settings.
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