What Does the Export Feature Allow You to Do?

The Export feature allows you to:

• Download all leads from the Lead Box
  
• Export filtered lead data
  
• Download data in CSV format
  
• Maintain offline backups
  
• Share reports externally
  

Exports are generated in ZIP format, which contains a CSV file.
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Exporting All Leads from the Lead Box

To Export All Leads, Follow These Steps:

1. Click the Menu.
   
2. Select Lead Box.
   
3. Ensure all leads are visible in the list.
   
4. Click the Export option located in the top right corner.
   
5. A pop-up window will appear.
   
6. Enter the File Name.
   
   • Example: Overall Data
     
7. Click Start Export.
   

You will see a message indicating that the export request is being processed.

To Download the Exported File:

1. Click the Download Arrow / Export History icon located at the top of the screen.
   
2. Open Export History.
   
3. Locate the file using the name you provided.
   
4. Click on the file name.
   
5. The file will download in ZIP format.
   
6. Extract the ZIP file to access the CSV file.
   

Exporting Filtered Lead Data

Can You Export Specific Leads Instead of All Leads?

Yes. You can apply filters and export only selected records such as:

• Leads by Stage
  
• Leads by Source
  
• Leads by Owner
  
• Leads by Date
  
• Any other filterable parameter
  

Example: Exporting Only Prospect Leads

Step 1: Apply Filter

1. Go to the Lead Box.
   
2. Click the Filter option.
   
3. In the search bar:
   
   • Select Lead Stage.
     
   • Set the condition as Equals.
     
   • Select the value Prospect.
     
4. Click Search.
   

Only Prospect leads will now be displayed.

Step 2: Export Filtered Data

1. Click the Export button.
   
2. Enter the File Name.
   
   • Example: Prospect Lead Data
     
3. Click Start Export.
   

The system will process the export request.

Step 3: Download the Filtered Export

1. Open Export History.
   
2. Locate the file using the name provided.
   
3. Click the file name.
   
4. Download the ZIP file.
   
5. Extract it to access the CSV file.
   

Important Notes About Exporting

• Exported data reflects only the records currently visible after filtering.
  
• If no filter is applied, all visible leads will be exported.
  
• The export is processed in the background.
  
• Large datasets may take longer to generate.
  
• The downloaded file will always be in ZIP format containing a CSV file.
  

Why Use the Export Feature?

Exporting data helps you:

• Perform offline analysis
  
• Share lead data with management
  
• Maintain backups
  
• Generate performance reports
  
• Segment leads for external use