To export leads, Chime has made it easy. Start at the settings menu and then go to the lead export submenu.
On the Lead Export screen first, select the export range. You can opt to select all of your leads or filter the export.
The filter parameters allow you to narrow down the leads based on:
- Lead Type
- Reg Time
- Agent & Assistant
When done filtering, select the export button. You will receive an email when the export is completed.
Last Updated: 02/09/2022 Colleen M.
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