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How do I download my leads to Excel (CSV)?

You can download the leads of any order as a CSV file, which opens in Excel or Google Sheets.

  1. Log in and open Order History (https://salesexpert.me/dashboard/order-history.php).
  2. Find the order and click download Leads in that order's row. (For Cherry Picker purchases, click the CSV icon instead.)
  3. Open the downloaded file in Excel or Google Sheets.

The file includes the order ID, lead ID, first and last name, issue, email, phone, state, date and summary for each lead in that order.

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