Families that have been archived to the Lead File can be accessed at any time under the Families (menu).
Search Leads
Search the Lead File by going to the Families (menu) > 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.
List Leads
Create a listing of all leads by going to the Families (menu) > Lead File and selecting List All Leads from the menu on the left.
Export Leads
Export data out of the Lead File (for example, to Excel) by going to the Families (menu) > 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.
