Relevant to: Event Lead Management
Lead data can be downloaded from an Event once leads have been synced with the dashboard.
| Event forms become locked when lead data has been collected. If you need to make changes to the form, see Editing Locked Event Forms for more information. |
Exporting Event lead data
1. In the Events dashboard, open an Event that contains lead data. Click on Export and select Export Now.
An .xlsx spreadsheet will automatically download to your computer (ensure pop-ups from app.integrate.com are allowed in order to download the data file).
2. To choose a different file type, select Customize... .
Scroll down to Export file type to modify the data export. Choose either .xlsx or .csv and click Save & Export Now.
For advanced customization options, such as modifying columns in the data file and concatenating values, you can request access to the Custom Export feature from your Customer Success Manager.
| For more information about using the Custom Export feature, see Customizing Event Data Exports. |