If you need to pull reports from the data stored in your HeadBox account, you can export all the data as a CSV. 

This CSV will pull the following booking and enquiry data: 

  • Lead ID
  • Lead date (creation)
  • Event date
  • Time from
  • Time To
  • Space / venue name
  • Event title
  • Likelihood
  • Pencil number
  • Source of Enquiry
  • Owner
  • Company
  • Contact name
  • Contact email address
  • Job Title
  • Contact phone number (x3)
  • Additional Notes
  • Agenda Notes
  • Full list of booking slots with time

To pull this CSV you need to go to your Pipeline, scroll down to the bottom of the page and click on the Export CSV button.

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