The CRM Offers a Variety Lead Export Options
- Lead Details (CSV)
- Lead Notes (CSV)
- Mailing Labels (PDF)
- Mailing Envelopes (PDF)
In this article, we'll cover lead details: To a CSV (comma-separated-value) file.
From the Leads page under TRIBUS CRM, you'll see the Export button.
Click Export to generate a CSV file of all of your listings. The file should download immediately.
If you don't want a full export, just click to select the leads you wish to export, and then click Export.