How do I export leads to an excel file?

Updated :

1. Log in to your CRM

2. Click on “Settings” tab on top of the page

3. On the left hand side, click on the tab of Export

4. Select Lead Type, Agent and Status of the lead you want to export to excel file

5. Click on Filter at the bottom

6. It will show all the files related to the search

7. Open up your Excel Document

8. Select all the leads from the filtered box and copy & paste them into your excel file.

9. Save the file.


Powered by Zendesk