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How to Export Registered Leads

Overview

 

 

Partners nurture and qualify leads through marketing and sales activities. Zift123 enables visibility and tracking across the lead lifecycle. Leads are a valuable resource that often ends in the sale of a product or service.

Leads the partner registers with their suppliers for the purpose of sharing contact information for potential sales are called Registered Leads. Registering a lead notifies the supplier that you are working with a particular customer and may result in additional support from the supplier during the sales cycle. 

Being able to export the data to MS Excel allows you to manage and organize your data as well as create charts and other visual presentations.  Additionally, sales reps can use this information to "work the leads" or create new contact lists. Below are examples of the types of information available when you export the data for registered leads. 

  • Create date
  • Title
  • Last name
  • First name
  • Street address
  • Street address
  • City
  • State
  • Postal code
  • Country
  • Email
  • Mobile phone
  • Office phone
  • Appointment date
  • Appointment format
  • Tela-qualification notes
  • Sales stage
  • Opportunity
  • Form submissions
  • Appointment time
  • Overall lead score
  • Website clicks
  • Email opens
  • Email clicks
  • Opens
  • Website views 

Prerequisites

You should be familiar with the following topics before continuing:

How to Export a Registered Leads List

To export a lead list:

  1. Navigate to Contacts and select Registered Leads.
  2. Select Export.
  3. Enter an email address in the Export Contacts pop-up window.
  4. Select Export Contacts.
  5. Check your email for the resulting report.

 

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