How Do I Export My Lead and Billing Data?

Modified on Mon, 25 Aug at 5:24 PM

How to Export a List of Your Leads

1. Access the Invoicing Report

1️⃣ Click on the “Reports” button in your lead portal.

2️⃣ Select “Invoicing Report.”

⚠️ If you don’t see this option, contact support@propertyleads.com for assistance.

2. Customize Your Report

3️⃣ Select your desired date range (up to the past six months).

4️⃣ Click “Generate” to pull the report.

5️⃣ Select the fields you want to include (lead data, cost, refund status, etc.).

3. Export the Report

6️⃣ Choose your preferred file format:

CSV (recommended) – Opens in most apps like Google Sheets or Excel
Excel – If you prefer working directly with spreadsheets

7️⃣ Click “Export” to download the file immediately.

Important Note

This report includes private personal information, such as name and contact information, from leads for the past 90 days only. If you need long-term tracking, we recommend maintaining your own records in your CRM, email, or SMS platform.

Need a Walkthrough?

Watch our step-by-step video tutorial:
Watch Here