Hi, colleagues,
I struggle to find the button/ place where I can upload leads from prospecting. Can you help, please?
I created a list based on the correct lead stages, but it is a mess with company owners and contact owners, and there are no lead stages in the exported list. Instead, I have companies’ lead statuses.
I believe it should be an option to export leads from prospecting.
Thanks.
Hi @ISmolin,
In situations like these, the custom report builder is a great way out: create a report with the Custom Report Builder and select Leads as data source.
You can then pick a table visualisation and drag and drop in all lead properties you’re interested. Once ready, you can export the report.
Give it a try and let me know if you have any follow-up questions!
Thank you, @karstenkoehler. It doesn’t work properly, as still a lot of columns like Company Name have (No value). Contact ID and Lead ID are just numbers instead of names in the Report builder.
| Lead ID | Contact ID | Company ID |
|---|---|---|
| 386749676912 | 74834220119 | 8483125531 |
| 339986131989 | 31789925266 | 17264634198 |
| 340310596997 | 1507751 | 8013481115 |
| 392458433323 | 2251601 | 23722433067 |
| 392456214370 | 84511585391 | 27063418725 |
| 339897205516 | 1440519 | 8014080356 |
| 356610757184 | 1316001 | 8014226790 |
| 392456214120 | 2866351 | 9652267644 |
| 392456213799 | 86390593848 | 8013384076 |
| 339992463204 | 1522251 | 8789996033 |
| 340310596997 | 1507751 | 23716862761 |
| 392437334876 | 3559101 | 8014168446 |
| 392456214621 | 2080101 | 8993330774 |
| 392458432905 | 1640351 | 23718413066 |
| 339849015203 | 2075451 | 8957567338 |
| 331017399368 | 1444855 | 8526108573 |
@ISmolin it is expected behaviour that the IDs are numeric, you would have to add ‘Company Name’, ‘First name’, ‘Last name’ etc for text.
Thank you, @karstenkoehler. “The custom report builder is a great way out: create a report with the Custom Report Builder and select Leads as the data source.” - it did not work out as we see IDs - just the set of numbers and No value in the majority of columns - so no data for us.
As an unsummarized dataset report, the data is visible, but some columns still have no value. How can we resolve this issue, and why is there no option to upload the report from the prospecting directly?
I submitted the support request, and we will see.
