Exporting leads is a crucial step in managing event-generated contacts, allowing organizers to analyze, follow up, and integrate data into their CRM systems. Follow these steps to efficiently export your leads through the backend.
Steps to Export Your Leads
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Log in as an Organizer
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Sign in to the Lead Capture backend using your organizer credentials.
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Access the Lead Capture Section
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In the left navigation menu, locate and click on Lead Capture.
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Go to the Leads Screen
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Click on Leads to access the list of all captured leads.
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Export Your Leads
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On the Leads screen, locate and click the Export button at the top right corner.
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You will get a pop upon clicking this button requiring your email id where you want the report to be emailed. Upon adding email id and clicking Send Report button, You will get a confirmation pop up and be sent an email with leads data.
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Benefits of Exporting Leads
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Data Analysis – Review lead details to optimize follow-up strategies.
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CRM Integration – Easily import leads into your preferred Customer Relationship Management system.
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Efficient Follow-Ups – Organize and prioritize leads for post-event engagement.
Conclusion
By following these steps, you can quickly export your leads and utilize the data for further processing, ensuring better event ROI and engagement with potential customers.