How to Export Customers / Leads

Follow the Steps

1. Begin by logging into your admin account. Then, look for the tab labeled HJI Users in your taskbar(sub-tab “Manage Users”).

2. Here, on the top left-hand corner of the page, there is a button labeled “Export”. 

3. By default, this button will export all of your Leads, but you can specify which leads to export by date, using the filter right under the export button. You can choose to export the leads you’ve acquired today, in the past 7 days, the past 30 days, the current month or if none of those options work for you, you can customize it completely.

 When Export the leads,  the file will automatically download onto your device.  Depending on the kind of device you’re using, the program this information opens in, might be different, but in any case, the file will be formatted as a table. 

 As you can see, this process is pretty easy and straightforward.

Still need help? Contact Us Contact Us