There will come a time when you need to export a list of leads. This article will detail how to export a list of leads as a .CSV file.
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Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Exporting Leads
Exported lists of leads will save as .CSV files. Saved .CSV files will download to your Internet browser's default download folder. Refer to your browser's help documentation for more information on how to access downloaded files.
To export a list of leads, do the following:
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Note: Alternately, to access the Export Manager, click
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