Exporting data is easy in myphoner. Choose whether you want all data or scope it to certain criteria and get it delivered to your email within minutes.
Note: This feature is only available in depreciated plans: Lead, Prospect & Opportunity. For all other plans, there is a new Saved Export tool.
Create the Export
To export your data, simply go to Manage > Export in the context menu of the list.
Select the list that you want to move the leads from.
You can then select the specific criteria by selecting desired:
States (callback/winner/loser/archive)
Categories - these will be dependant on the states selected and the list itself.
Which agent have the leads claimed?
Only unclaimed and or/ only overdue leads.
Filter on Lead data: You can add additional conditions/filters based on the list fields.
5. Lastly, you'll need to complete the export, you can select Save and run now to export the required data. Note the export will be sent to you via email.
6. Note you can click Save and test in order to see if it would work out as desired, however not required.
You will then a screen showing exactly what was run and giving you the ability to Run again or Configure & test again.
