Help center

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”.

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  • Then, click on “confirm”.

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

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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.

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