Search, List, and Export Leads

List Leads

Create a listing of all leads by going to the Gear (icon) > Tools > Lead File and selecting List All Leads from the menu on the left.

Search Leads

Search the Lead File by going to the Gear (icon) > Tools > Lead File and selecting Search Leads from the left menu. 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 the Gear (icon) > Tools > Lead File and selecting Export Leads from the menu on the left. In the Export (Save) pop-up, choose a format. Save the file to your computer.

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