From the Lead Opportunities grid, use the filter options at the top to filter by date and lead status. Once you’ve filtered for the customers or leads you’re ready to send to GuildQuality, click on the Excel icon directly above the grid to export.
You can either upload to your GuildQuality account or email to email@example.com. If emailing, please include your company name and any special instructions for the upload.
If you need to add filters to your account to include additional information for tracking and reporting, please click here to learn how to do so.