FAQ: I am trying to export all my leads that have past due task
Answer:
If you want to export all your leads that have past-due tasks, please follow these steps:
Navigate to the ‘Leads’ tab and select ‘Active Leads.’
Click the ‘Filter’ icon. A new window will open.
3. Click the ‘Tasks Filter’ tab.
4. Select ‘Leads with pending tasks’ under the ‘Tasks assigned to leads’ section.
5. Hit ‘Filter Leads.’
You can use the filter option under the Task filter to pull up your leads with past-due tasks and export them.
Reference Video:
None.