How to Filter and Export identified Contacts
Step-by-Step Guide
1
Navigate to https://dashboard.identified.ai to view identified Dashboard
2
Click on "Leads"
3
Click on "Search Leads"
4
To filter identified contacts by date, click the calendar icon
5
Click on the beginning date
6
Click on the ending date
7
Click on "Apply"
8
Click "Personal Criteria" to further filter
9
Click "Location Criteria" to further filter
10
Click "Financial Criteria" to further filter
11
Click "Marketing Criteria" to further filter, and then press "Search"
12
Click on "Export"
13
Click on "Selected to CSV" or "Selected to Excel" and the file will download
14
Done 🚀
