See your newest leads

  1. Go to Leads.

  2. Click the filter icon, choose Created Date and pick your dates.

  3. Click Show results. To keep this filter, click Set as default.

To always show the newest leads first, click the … menu at the top right, choose Configure View and set Default Sort to Created Date. To choose which details show for each lead, use … > Edit Row Layout.

Export your leads

  1. Go to Leads.

  2. Click the … menu at the top right.

  3. Choose Export Leads. A CSV file downloads straight away, with details like customer, event name, event date, event type, status, venue and budget.