Export

Learn how to easily export lead information and save it as a file on your computer.

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Transcript

How to Export Lead Information:

Select the “export” button above the leads list. From here, you can decide which file type you’d like. The options are excel, PDF, TXT, or CSV.

Caution:

Only columns selected in “manage fields” will be exported.

Pro Tip:

If you would like to export more than 100 leads at a time, you will need to ensure that all the leads have loaded on the lead page before exporting the data.

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