How to Download Opportunity Leads in Xvantage™

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Overview:

This document will show you how to download from the Xvantage platform.

Process:

  1. Log in to Xvantage.

  2. Hover over the left navigation menu and click on My business.

  3. Select Opportunities.

  4. A list with all available opportunities will appear on the page.

  5. Choose one opportunity from the list.

  6. Select the View Details button with the eye icon from the opportunity description.

  7. You will be redirected to the details page.

  8. Scroll down and locate the Opportunity leads. You will find a table with all leads.

  9. You can search, filter and download available opportunity leads.

  10. Locate the Download button next to Filter and press it to save the leads data.

  11. An Excel file will start downloading onto your computer.