Customise Funnel Lead Summary Download

Learn how to order and set the fields included in your Lead Summary Download

Georgie O'Neale avatar
Written by Georgie O'Neale
Updated over a week ago

There are several ways users can download and view lead data within Funnel. One is via the lead summary download. To access this, click the More actions menu in the top-right corner and select Download as.

On the next screen, choose PDF:

This summary allows you to see fields that are most important to you in a PDF. Unlike other Funnel exports, you have some control over which fields (and their order) are included.

You can set the fields and the order by choosing to Set default properties on the lead personal details section. The Summary Download will then replicate the order of these fields.

If you need a hand with Funnel, get in touch by using the support module available in Funnel in the bottom right corner, contacting your Customer Success Manager.

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