Export lead data

How to export lead data to Excel

 
  1.  Go to Leads > Lead admin
  2.  Create View
  3. Click "Export" 
  4.  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

 

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