Finding things
Downloads
Save any list as a CSV for your own reporting.
Every work page has a Download button in its head. It saves the rows you’re looking at as a CSV, with your period and filters applied. Hover over it to see how many rows you’ll get, for example “Download CSV · 41 calls”.
On Today you can choose between Calls on this day and Leads on this day.
Search results download in the same way: you get exactly the results on screen.