Idealist Help Center

How to view and retrieve leads you met at an Idealist Grad Fair

***Only programs with a confirmed, paid registration will appear in the grad fair mobile site***

How to view and retrieve contact information from leads you met at an Idealist Grad Fair
  1. Log in to your Idealist account and hover your cursor over the dropdown in the upper-righthand corner, then select your program’s account
  2. On the left sidebar select “Grad Fair Leads”
    • If you do not see this option in your sidebar, it means that no one has shared their contact information with you.
  3. Here you’ll be presented with an up-to-date list of leads that chose to share their contact information. Each lead will contain:
    • First and last name
    • Email address
    • Fair at which they connected with your program
  4. You can download your leads as a .CSV and upload into your own CRM

***Leads from the 2018 Idealist Grad Fairs won’t be accessible after January 31, 2019. Please download your CSV by this date.***
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