Exporting A List Of Leads to Excel

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Abstract

Product: Lead Manager

Relevant eLearning:

Process

  1. Select My Leads, or All Leads.

  2. Select Export to Excel.

  3. The Export to Excel window opens

    ExporttoExcel.png

  4. To add fields to the export, select the fields in the Fields available column, and select the arrow to add them to Fields to export.

  5. Select Submit.