How do you export leads from your inbox? I need to import into a CRM for analysis. I can download payments but download doesn't have the names of the customers.
Great question @dunadoni. As of right now, there isn't the option to export leads from your inbox, but this is a great suggestion!
Do any other pros track their leads outside of the Thumbtack platform and have tips they can share?
For me everything has to be done manually. TT is the only system I have to do it that way with. Everyone else has linked with zapier to allow me to auto populate.