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 dropdown in the top-right corner and select Download summary.

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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