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In the <b>Lead Export Section </b> you will be able to quickly customize your lead export data and filter by Creation Date, Qualification Date, Lead Status, Lead Source, Lead Type and Team Member Name.

Once you have filtered the table, you can export the data by hovering over the table and clicking the 3 dots in the right hand corner. This will allow you to download in CSV or Excel format. 

In this article you will learn how to use the lead export function found in your Insights Dashboard.

Lead Export Section

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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