If you would like to backup or export all lead data for your records, running the Export Report | Leads Data report will allow you to accomplish this task. Please follow these steps to locate and run this report.
- Once you log into your Velocify Account, mouse over the Menu Tab, scroll to Reporting, and click on Custom Reports.
- Locate the Report titled Export Report |Lead Data and click the blue Run link.
- If the Export Report |Lead Data has filters, please select the filters you desire, then click Run Report.
- Finally, you will see a complete record of all lead data which can be Exported to Excel.