LEAD EXPORT · MAY 2026 · CSV / EXCEL / PDF · INTERNAL USE

Lead export cockpit CSV · Excel · PDF summary · privacy-masked by default

Export filtered Sales & CRM lead data for internal reporting and operations. Mobile numbers are masked by default · individual TRN columns are never exported · this is internal use only. No customer bulk messaging · no marketing campaign export · no WhatsApp/SMS blast · no direct external distribution. Every export is watermarked, audit-logged, and timestamped.

CSV · EXCEL · PDFMOBILE MASKED BY DEFAULTINTERNAL USE ONLY

This month · vs last BRANCH · ALL 4OWNER · ALLSTAGE · ACTIVE 1-9SOURCE · ALL 11PERIOD · 30D

LEADS IN SCOPE

247

after filters · 320 total · 73 excluded

FIELDS SELECTED

9 / 12

core columns · 3 sensitive blocked

MOBILE MASKED

default policy · only Lead Owner+ can unmask

FORMAT

CSV

2 alt · Excel · PDF summary

LAST EXPORT

2h ago

14 exports this month · audit-trail kept

Field selector9 of 12 selected · 3 sensitive blocked · mobile masked

Lead referenceL-26XXX

Customer display namefirst + last

Mobile (masked)+971 50 ••• XX XX

Vehicle interestfree text

Source11 standard set

Stage11 standard set

Lead Ownermanager/team-lead

Assigned Salesperson≠ Lead Owner

Branch4 branches

Next follow-update · cadence

Last activitydate · audit

Created datedate · timezone

Email+blocked unless unmask permission

Full mobile (unmasked)BLOCKED · requires Lead Owner+ permission + reason

Individual customer TRNNEVER exported

Export format

Export readiness8 stamps required in export

7 of 8 pass

Filter values stampedbranch · owner · stage · source · period

Mobile maskeddefault policy · unmask requires reason note

Individual TRN blockednever exported · hard rule

Source-of-truth labelsCRM operational · not customer DB master

Internal-use watermarkdiagonal · light grey

Owner + timestamp stampYasir Ahmed · 2026-05-20 14:22 Asia/Dubai

Row count + scope247 leads · 4 branches · 30d window

Unmask reason · not providedrequired only if mobile unmask requested

Privacy & internal-use only

Lead exports contain personal data and operational pipeline state. Mobile numbers are masked by default · individual TRN columns are never exported · email is blocked unless unmask permission is granted with a recorded reason. Exports are watermarked "Internal Use Only", timestamped, audit-logged with the exporter's user ID, and limited to internal dealership users. No customer bulk messaging · no marketing campaign export · no WhatsApp/SMS blast · no direct external distribution. Outbound customer messaging policy lives in Settings.

Export history14 this month · last 5 shown · 7d window

audit-preserved

Active Leads · Yas Mall · CSV2026-05-20 14:22 · 247 rows · masked · Yasir Ahmed · downloaded

READY2h ago

Stuck Quotes Report · Excel2026-05-19 17:45 · 23 rows · S. Manager · downloaded · audit

READYyesterday

Lead Summary · PDF2026-05-19 09:15 · 320 leads · charts · A. Branch Mgr · shared internally

SHAREDyesterday

VIP Customers · CSV2026-05-19 08:30 · 42 rows · render queue · est. 20s

PENDINGin queue

Full Mobile Unmask · CSV2026-05-18 16:20 · BLOCKED · no unmask reason · re-submit with justification

FAILEDpolicy

Data rules6

Lead export is internal/reporting use only · no customer bulk messaging
No marketing campaign export · no WhatsApp/SMS blast · no direct external distribution
Mobile masked by default · unmask requires Lead Owner+ permission + recorded reason
Individual customer TRN columns are never exported · hard rule
Email is blocked unless unmask permission is granted with reason note
Every export is watermarked "Internal Use Only" + timestamped + audit-logged