With SprintHub, you can export Lead data from your Custom Reports. In addition to standard fields, it is possible to include custom Lead fields, providing greater control and management of your information. Data can be exported in .csv and .xlsx formats, allowing you to store and manipulate them according to your needs.
This feature is available exclusively for the Growth and Enterprise.
To do this, follow the steps below:
Access the function Reports through “Find Services”. Or just type the name, and the function appears.
Start creating: Click "+ New”.
Creation and export of Custom Reports:
Conclusion:
SprintHub Custom Reports are a powerful tool for companies seeking greater control and visibility over their data. With the ability to customize fields and export information in different formats, you can tailor reports to the specific needs of your business, optimizing analysis and decision-making. Whether to manage Leads, Opportunities, or Custom Objects, this feature ensures efficiency and convenience, helping your company achieve better results.