View your leads and export them

See the contact details visitors send through your Premium MyInfo card and export them as a CSV file.

Lead capture is a Premium feature. When a visitor uses Exchange Contact, their details appear in your dashboard.

View leads

  1. Open Leads in the dashboard.
  2. Filter by card and by date range if you want to narrow the list.

Export

Select Export CSV to download your leads as a CSV file, which opens in any spreadsheet and can be imported into your own CRM or email tool.

Learn more about lead capture.

Tips

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