Viewing & Exporting Leads

Viewing Leads

Captured leads appear in two places:

1. Dashboard — Recent leads are shown on the main dashboard
2. Dashboard > History — The full history table with all leads and estimates

Each lead entry shows:

• Name, email, and phone (if provided)
• Estate value and state selected
• Total estimated fees
• Date and time
• Source URL (which page the calculator was on)

Exporting to CSV

To export your leads:

1. Go to Dashboard > History
2. Apply any filters you want (date range, state, etc.)
3. Click the Export CSV button
4. The CSV file downloads with all visible leads

The CSV includes all fields and is compatible with Excel, Google Sheets, and most CRM import tools.

Automated Export via Zapier

For real-time lead delivery, set up a Zapier integration to automatically send each new lead to your CRM, spreadsheet, or email as it comes in. This is more efficient than manual CSV exports.