How To Export Chat Summary Leads Report
Log in to the Client Chat Live Dashboard (https://app.clientchatlive.com/).
Username is the email address associated with your account.
From the homepage, use the left side navigation pane to select the Leads section.
Once the leads page has loaded, set the filters with the dates and leads you want to review in your excel file. Once you click on the excel icon in the upper right of the screen, your file will download.
To learn more about Dashboard filters, visit our Understanding Dashboard Filters article.
Once downloaded, open the file to review the excel document.
