Export Activities

1. Feature Overview

LeadSquared comes pre-built with a number of core or system activities (like Email Bounced, Website Page Visited, Lead Captured, etc.). You can also create custom activities to accommodate your own unique use cases (like Site Visit, Attended Webinar, etc.). These activities can be exported from LeadSquared into a CSV file.

For example, alongside tracking standard activities like “Website Page Visited”, you can create a custom activity like “Product Demo Completed” to capture when a sales rep finishes a demo with a prospect, and then export this data to analyse conversion rates across different demo sessions.

To know more, refer to Activity Management – Feature Guide.

2. Export Activities

To export your activities in a CSV file –

1. From the top-bar menu, navigate to Lead Management>Activities.
2. On the left-menu, navigate to the Activity Type you want to export.
3. On the Activities page, alongside the activities you want to export, select the checkbox.
   • You can also select all activities on the page by clicking the checkbox alongside Associated To.
4. Hover your cursor on the three dots menu on the top-right, and click Export activity type (e.g., Export Home Visit).
5. On the Export Activity pop-up, choose whether you want to export All Fields or Selected Fields.
   • All Fields will export all the activity fields, along with a few lead fields.
   • Selected Fields lets you select the activity and lead fields you want to export.
6. Once you finish, click Export. You’ll soon receive an email with a link to download the .csv file.
   • Alternatively, you can navigate to the Request History page, from where you can download a copy of the .csv file.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!