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Lead reporting

Exporting and analyzing lead data

Kelly Beeby avatar
Written by Kelly Beeby
Updated over 2 months ago

Exporting your RPC lead data is a great way to understand your closing/booking percentage, reasons leads didn't book with you, and watch trends over time.

Export a lead report

  1. Head over to your Leads page

  2. Click the pink paper icon at the bottom of the list

  3. Select whether you would like to see Current, Archived, or All leads. Enter your date range and file type (.csv is recommended)

  4. Your export will appear in your downloads and it will display the lead created date, status, name, email, event date (if known), and all notes

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