Spreadsheets provide a wealth of information about your business. They can provide you with an overview of your leads, bookings, and conversion rates. When you download your lead records, you can use the information provided and run your own reports in any way you wish. In addition, exporting your leads gives you a back-up of the existing leads stored in your Aisle Planner account.
→ Step One.
From your lead manager, click on the black ACTION button toward the top right corner of your account.
→ Step Two.
Select the DOWNLOAD option from the dropdown menu.
→ Step Three.
Fine tune your download to include the information you need, then click the DOWNLOAD CSV button.
→ Step Four.
Nice work! You've now downloaded a CSV file. We love CSV files because they are versatile and can be imported into excel, google sheets, among other applications. 😎
**It's important to note, that at this time, custom lead fields and questions will not be included in your download.
So what can you do with this data dump of information, anyway?
Glad you asked.
Organize your leads based on any column header in a way that makes the most sense for your business
View leads based on where they are in your booking funnel by clicking on the corresponding tab in your workbook
Save a portion of it as a .csv file and upload it into your favorite online invitation service
Take the data and run with it! Produce your own reports based on the information provided
Share with other teammates to discuss during weekly meetings
Don't see the option to download?
Reach out to your account owner and ask about download permissions.