Most clients set up their leadPops accounts so that their leads are automatically connected to their CRM. Check out our CRM overview for how to do that.
Occasionally, however, there are instances where you need to export your leads from a particular funnel. You may do so directly from your leadPops admin panel
How to view your leads
Start by logging in to your admin panel at app.leadpops.com
You can click on any funnel to see all historic leads, OR, look for the number of leads to view funnels that have new leads.
Leads can be viewed and exported on a funnel-by-funnel basis.
Click on the funnel you'd like to review and then select the leads button
All new leads will be highlighted green:
If you click on a lead's name, you can see that individual's answers to the funnel questions:
Once you've reviewed the lead's details, press "Close." The lead will no longer be green in your list view - it will switch to the standard color scheme.
You can also change the date range or search by lead name:
How to export your leads
Either select individual leads, or use "Select All."
Then, you can choose to export as a word document, excel document, or PDF.
You can also choose to print or email the file as an attachment to yourself or a member of your team. Note: the email function is not intended to email the lead directly. Instead, it attaches the lead's responses in a form to the default native mail app on your computer.