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  • Lead and Activities

    How can I obtain an export in tabular form with leads and their latest activity? Or Leads + All Activities, always in tabular format? Thank you.

  • #2
    That depend to which format you would like to export.
    If you want to PDF, you could try with template helpers which will generate proper table in html. If you want, you can build an entryPoint which will build a page with table.
    It's possible to prepare also export to excel file with details about activities, we did something similar for one of customers, but it requires a lot of coding.

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    • #3
      If you have Advanced Pack, you can generate a report with Leads and Linked Activities

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