This feature allows you to export the records in the format of .csv file. Exporting the file isuseful for data analysis.
- Go to Sales > Leads.
- Tap the Export icon. It will display the page of exports.
- Here, there will be two categories to choose options from. In the first category, you are allowed to specify whether you want to export with search records or without search records. In the second category, there are three options provided. These options are Export All Data, Export Data in Current Page, and Export Selected data.
- Choose any option up to your preferences. After specifying the options, tap the Export button and you will be prompted to Open or Save the .csv file.