Get them invited
First, all your clients and partners can access Databowl, if you haven't done so yet, start inviting them:
View and Export leads in/from Databowl
Users signed up and assigned the corresponding leads can download and view them right in Databowl for any campaign that they are the client of or they have delivered themselves.
You'll first need to set their roles, which can include view leads and export leads.
Set the access to the campaign to control which type of leads they can view.
Forward the Leads Out of Databowl
One of Databowl's core strengths is giving you the flexibility to work with clients how they want to be worked with. So here's a few guides on how you can get data from Databowl and into your clients hands.
🚀 Need More assistance?
If you're stuck or if this isn't something you or your team is comfortable with, then please open a new chat/ticket (chat icon in the bottom right of the screen) or email support@databowl.com.
We're here to assist with any questions you have, and if required we can quote on actioning work like this for as part of our Marketing Services.