Watch a (1:00) video tutorial on Searching, Listing & Exporting Leads
List Leads
Create a listing of all leads by going to Families > Lead File and selecting List All Leads from the menu on the left.
Search Leads
Search the Lead File by going to Families > Lead File and selecting Search Leads. Use the criteria choices to search the Lead File for families that match your selected criteria.
Export Leads
Export data out of the Lead File (for example, to Excel) by going to Families > Lead File and selecting Export Leads from the menu on the left. In the Export (Save) pop-up, choose a format. Save this to your computer.