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How to export Leads

Export your leads to start following up with ease.

There are two ways to export your leads:

  1. From the Dashboard:

    • Using the bottom navigation bar, go to Dashboard and tap Export Leads.

    • Your leads, along with any notes, will be sent to your email.

  2. From Settings:

    • Go to the Settings menu from the bottom navigation bar.

    • At the top of the menu, tap Send Lead Export.

    • You will receive the same document via email, containing all leads and notes.

Note: Only admin users can export leads.