Downloading Leads

  • 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.

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