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How to Export Leads

March 1, 2022July 28, 2019 by James Port

With Local Service Hero, you can get and manage leads, but you do that internally in the platform. However, what if you want to download your leads to a CSV file to create external databases or move your leads to another Local Service Hero account? Here’s how you can export your leads to a CSV … Read more

Categories Tutorials Tags export, leads

How to Export my Clients or Customers

March 1, 2022July 15, 2019 by James Port

In this tutorial, we will show you how to export your client profiles to a CSV in Local Service Hero. However, sometimes you need to export your clients’ profiles to a CSV in order to: Create an external database of your clients, Send reports to other members of your business team, Create a CSV with … Read more

Categories Tutorials Tags clients, export

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