You will be able to download all leads in Excel format.
Step 1: Click on Download All Leads icon, you can also apply specific filter if you want to download any specific lead.
Step 2: Select all the fields or you can also select customized fields, After selecting Click on Download Tab in orange color.
Step 3: You will receive email with the lead data. You will get a confirmation notification.
Note : If you do not see the download leads icon, which means, admin has not given you permissions to download leads. Contact your Customer Success Manager.
Step 4: You can check the status of the data download by clicking on Bulk Actions located on the left-hand side panel in the CRM.
Here, you can check progress related to the data download.
