Export Campaign Data
K
Kevin Tam
Hey Mark, thanks for the suggestion! We definitely see the value in getting your data out of the platform. To make sure we build this the right way for your workflow, could you clarify two things:
- What specific data points are most important to you? (e.g., lead contact info, AI appointment conversion stats, etc.)
- What is the 'Next Step' for this data? (e.g., Are you importing it into a different CRM, sending a report to a client, or doing your own analysis in Excel?)
This helps us decide if we should build a simple CSV export or something more robust!"