Update to Lead Manager CSV Downloads!
We are thrilled to share fantastic updates regarding our Lead Manager CSV downloads, designed to enhance your experience and make data handling smoother and more efficient. We recognize the importance of seamless data management, particularly for those with extensive data requirements.
With this update, you can now download 80,000 rows of data, including all responses received from your contacts.
How It Works:
You can access this feature on the Lead Manager page of your Customer Dashboard, specifically in the List and Response view.
Follow these simple steps to make the most of our Lead Manager CSV downloads:
- Navigate to the Lead Manager page on your Customer Dashboard.
- Adjust filters to get the exact information you need.
- Customize Table Preferences to add more fields for each lead.
- On the list view, above the data table, find the "Download Leads" button.
- Click the button, and our Conversica Loading Logo will appear.
- Once ready, your file will be in your Downloads folder on your computer.
Best Practices:
- Select Only What You Need:
- Optimize your download by choosing only the essential fields for your analysis in the table preferences tool
- Remove unnecessary columns to keep your file size minimal
- Narrow Down Date Range:
- Limit your date range to the specific period you need, reducing the amount of data processed
- Be Mindful of Large Files:
- Consider downloading large files in a new tab, allowing you to complete other tasks while Conversica exports data to a CSV.
We're confident that these enhancements will elevate your experience exporting data from Conversica’s Customer Dashboard. Explore the Lead Manager CSV Downloads at your convenience by checking out our documentation. Should you have any questions or need assistance, our support team is here for you!
Happy data downloading!
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