Asynchronous Exports: Lead Lists, Offered Leads & Assigned Leads

What's new?

Exports of lead lists as well as the history reports for offered and assigned leads now run asynchronously in the background. Instead of waiting for a direct download, you will receive an email with a download link once the export is complete – reliably, even for very large datasets.

Lead List Export

You can find the lead list export as usual in the lead list via the export button.

All currently active filters and sorting options are applied to the export. The exported CSV file contains all standard and custom lead fields (including interest, contact, and outcome fields).

Bulk Export: Offered & Assigned Leads

On the sales partner overview, bulk export jobs for offered and assigned leads of the currently displayed sales partners (optionally filtered or narrowed via search) can now be triggered. Two formats are available:

• Combined CSV – entries from all partners in a single file, with additional columns for partner ID and partner name
• ZIP archive – a separate CSV file per sales partner, bundled in a ZIP
   

How it works

1. Start the export via the respective button in the web app.
2. The export is processed in the background – you can leave the page in the meantime.
3. Once the export is complete, you will receive an email with a personal download link.
4. The download link is valid for 7 days.