In the contacts section, filter by leads.

There is an export in ZenMaid that you can select to export just the filtered leads.

Customers can do an export of all their customers. They can use a spreadsheet to filter by legacy to see leads. The system lists customers by the chronological order of the generated numeric ID. The last listed is the latest to be added. To see a certain time frame, the appointment date may help. Export filter:

Customer ID

First Name

Last Name

Email

Phone Number

Legacy or Loyalty

Create a Customer Custom Field called “Date Customer Was Added”

Export the customers and filter by this Customer Custom Field.

Keywords:

recent leads added, newest customers added, lead report, lead export, legacy, customer ID’s, customer .csv, new customers, most recent customers, new leads