How do I export my leads to a excel list?

Updated on June 5, 2017 09:57PM by Admin

Apptivo Leads App allows you to export leads into a spreadsheet. You can export the all the available fields and their contents into an Excel sheet.  Listed below are the reasons why exporting leads to an Excel sheet is important.

  1. You export the leads to spreadsheet when you want to analyze the leads to create or map out your marketing or sales strategies.
  2. To find out the number of active as well as inactive leads. Once you have the numbers you will be able to brainstorm with  your team to make plans to make the inactive ones active and  so they can move up the sales funnel. Also chart out plans to convert the active leads into opportunities.
  3. You would also export the leads to an excel sheet when you want to take a backup of the lists.
Lets quickly go over the steps to export the leads.

Steps to Export Leads

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Select "Lists" drop down. Click on "Show All " from left navigation panel.
  3. In the Show All page, bulk select the leads and click on "Select all 309 objects matching".
    bulk select the leads
  4. All the leads object will be selected. Now, click on "Bulk Actions" -> "Export" -> ".CSV" -> "All Fields" option.
    leads export
  5. You can view the result as shown in the image below:
    leads exported

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