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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"

Click on "Leads"
3

Click on "Search Leads"

Click on "Search Leads"
4

To filter identified contacts by date, click the calendar icon

To filter identified contacts by date, click the calendar icon
5

Click on the beginning date

Click on the beginning date
6

Click on the ending date

Click on the ending date
7

Click on "Apply"

Click on "Apply"
8

Click "Personal Criteria" to further filter

Click "Personal Criteria" to further filter
9

Click "Location Criteria" to further filter

Click "Location Criteria" to further filter
10

Click "Financial Criteria" to further filter

Click "Financial Criteria" to further filter
11

Click "Marketing Criteria" to further filter, and then press "Search"

Click "Marketing Criteria" to further filter, and then press "Search"
12

Click on "Export"

Click on "Export"
13

Click on "Selected to CSV" or "Selected to Excel" and the file will download

Click on "Selected to CSV" or "Selected to Excel" and the file will download
14

Done 🚀

Done 🚀