Export lead data
How to export lead data to Excel
- Go to Leads > Lead admin
- Create View
- Click "Export"
- Select what columns to include in the export file in the window:
NOTE: Lead Master Data and Result data are in the bottom of the list.
Example: Selected columns "Active", "Closed date" will be the data columns in the export file:
4. Sort order of selected data (drag and drop) in the "Selected field"
5. Click “Save and Export”
NOTE: Settings for export columns on saved views will be saved as well.