Where do I see my funnel's results and contacts?
Go to the "CRM" tab on the homepage of your Funnel account.
Here, you will find an overview of all leads ("CRM contacts") that you have generated with the help of your funnels. This allows you to view your customers' data and evaluate the results:
💡 Learn more about the Perspective CRM
Where can I find the data of a contact?
Click on the name or the description of the contact.
You can view the data of your contact in a new window on the right.
If you don't want to see all contact data of a specific funnel, you can easily filter according to what you like to see.
Can I export my contacts?
If you want to export your contacts, you have several options available:
Direct export/Download as a CSV or XLSX file
-> A CSV file is ideal for exchanging simply structured data and is therefore usually used for importing/exporting contact data between different apps. Here is the step-by-step guide.
Automated export of CRM contacts via Zapier/Make/Webhooks
-> Here, you can transfer the contacts to a Google Sheet (Here is the step-by-step guide) or any other tool of your choice.
💡 Step-by-step guides for Lead Export Automations:
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