Allow Users to Export Insight Data for Leads

Michael Rothman
Michael Rothman Member Posts: 4 VERIFIED MEMBER
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edited June 2023 in Ideas and Product Feedback #1

I am frustrated that you can not export insight data for leads into CSV or Excel format. Lead insights should have an export button on the data table similar to deal insights.

Any work arounds would be appreciated!

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    You can easily export this in an automated way using Coupler.


    I have written a detailed guide for this that should help you in the meantime.

  • Michael Rothman
    Michael Rothman Member Posts: 4 VERIFIED MEMBER
    First Comment First Anniversary
    #3

    Thanks Amit, but I am not sure this will work for leads, I am also not looking to add additional monthly costs. Insights for leads is able to show me the data I need but the platform does not let me export the table for some silly reason.

    Thanks for trying to help though!

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