How to Export Leads from Conversica

You can use Download CSV to export a CSV file of lead data from Conversica. This enables you to view lead data outside of Conversica or to share lead data with a colleague who doesn't have dashboard access.

User Permissions Needed

To use Download CSV: Manager or Administrator roles

Considerations

• The data that appears in the CSV file matches the filters and visible columns that are applied in the Lead Manager List View. To change the data that appears in the CSV file, you will also need to change the filters or Table Preferences in your Lead Manager view.
• Fields that contain multiple values (e.g., phone number or email), will have each value displayed as a separate column in the CSV file. For phone number and email fields, the column name will indicate the source of the contact information followed by the number of the additional value (e.g., "Phone-From-Lead-Source-1", "Email-From-CC-1", "Phone-From-Response-2").
• The Last Response column will display the date and time (mm/dd/yyyy hh:mm) of the last response, rather than a text summary (e.g. 1 week ago). 

Instructions

1. Navigate to Lead Manager > List View. 
2. Click Download CSV. 

3. The CSV file will appear at the bottom of the screen. The file will be saved locally to your device.