The leads in your Portal are not able to be downloaded in .csv or .xlsx format at this time. The Portal is a full management system to keep all notes, activity, appointments, etc. listed in one place for ease of use.
Discovery Calls may be booked from each Client record in your Portal.
Notes from Discovery Calls are listed in the Activity section along with the ability for Advisors to add notes.
Next steps are all listed in the Client record to ensure that National Account Managers, Team Leaders and Advisors all have access to view this information and aid in success.