How to Export Leads?

Here's how you can export leads through Bulk Actions

• Navigate to the Leads section under the Sales module
  

  

  
  

• Select the Leads you wish to export from the system
  

  

  
  

• If you wish to export all the Leads, then click on the “Select all records“ option
  

  

  
  

• Click on the “More actions” option located in the upper right-hand corner. Choose the “export” option from the dropdown menu
  

  

  
  

• A card will open, allowing you to manually select the required columns by clicking on them. The chosen columns will move to the "Selected" section

  

  
  

• Optionally, save your selected columns as a new template by providing a name as a quicker alternative, you can use an existing template.
  

  

• Click on the "Export" button, and the file will be available for download.
  

  

Exporting leads through the “Export Data” Module

Exporting leads via the “Export Data” Module helps you filter the records and is easier in case you have specifications.

1. Navigate to the "System Configuration" page by clicking on your profile icon and selecting the option "Export Data"
   

   

   
   

   

   
   Or, you can visit the “Export Data” Module.

2. Click on "Leads"
   

   

   
   

3. Use the available options to filter records. You can utilize these options according to your preferences and click on "Submit" once you are ready
   

   • Saved Filters

   • Tags

   • Created durations

   • Accessed durations

   • Include Archived Records.

   • All Records

     
     

     

     
     

4. Navigate to the "Recent Exports" tab to find the file available for download. Click on the download icon to save the file