Lead Export

Step 1: Access the Leads section

• On the left side menu, click on the Leads option.

• You’ll be taken to the screen that lists your existing Leads.

Step 2: Import leads

• Click on “Options”.

• Then, click on “Import leads/deals”.

• Then, click on “confirm”.

• Wait a few moments until the “Leads export complete” notification pops up.

Step 3: Download file

• In the left sidebar menu, click on notifications.

• Click "Open" on the "Lead export complete" notification.

• Check your download history for your downloaded .csv file.