The Price Engines Admin Area provides everything you need to manage, organise and follow up on leads we deliver, but did you know that you can also download all your leads as a spreadsheet file which you can open and view using Excel or import into your own CRM System?
This is very simple to do, just go to the ‘Price Engines Leads’ section of the Admin Area, choose the range of dates you’d like to see leads for, and then click the ‘download this list as a spreadsheet’ link (highlighted below) for a CSV file containing all the details of every lead in the list.
We know many of our customers use their own CRM systems, and that’s why we make it as easy as we can to integrate Price Engines leads into your system.
Tags: admin area, database, leads spreadsheet, user tip