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Functionality | User Story | ||||
|---|---|---|---|---|---|
| 1 | Lead Export modal Setup | User could select the radio button option of All advertisers & All Publishers and then a date range to export all leads within the date range. If the user wants to filter out leads for just a campaign, the campaign dropdown could be used where it shows a list campaigns. | |||
| 2 | CSV Export | If the user wants the file to be exported as a CSV file, the CSV export toggle will could be enabled. Else the file will be available for download as an Excel file. | |||
| 3 | Columns section | In the Columns section of the Lead Export Modal, user can select the columns that need to be added in the exported file | |||
| 4 | Save Column Template | Allows the user to save the current selection as a template and re-use the same in the future. | |||
| 5 | Conditions | In the Conditions section of Lead Export Modal, user could select the Lead Statuses that needs to be filtered out for the Lead Export Report. | 6 | 7 | 8 |
\uD83D\uDDD2 User Permissions
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