How to bulk download your leads

Updated on Jun 19, 2023

Leads are generated by recipients using the connect feature. this allows your team to exchange contact information with people they are meeting with.

Once a lead submits their information using the feature, our system emails both the lead and the card owner to noify them of the connection made.

As a system administrator, you can view your teams leads from your Kinect Enterprise Dashboard. To view your leads and download them, follow the belo steps;

Login to your portal https://enterprise.kinectcard.com
From the dashboard, navigate to your leads tab
On the leads tab, you can view which employee has generated a lead, the leads name, job title, business, email address & phone number.
To download your leads, you can click 'Download as csv' in the tp right hand corner.

The CSV can then be uploaded to a CRM and assigned to the employees that generated the lead.