Lead and contact information is vital to your business. You may find yourself wanting to preserve that information. SharpSpring not only provides the tools necessary to manage and track leads in the system, but also allows users to export this data. This article will detail how to export all of your leads and contacts that are currently in SharpSpring.
The following user roles can export all leads:
- Sales Managers
- Marketing Managers
To export all leads or contacts in SharpSpring, do the following:
Accessing the Export Manager
To access the Export Manager when not creating reports, do the following: