How do I export leads from a list view?

How do I export leads from a list view?

You can export leads to a custom view using reports. To export leads:

    1. Go to the Reports module and click Create Report.

    2. Select the Leads module and choose a report type, e.g. Tabular.

    3. Select the fields you want to add to your report.

    4. Specify the criteria for the custom view under Advanced Filters.

    5. Click Save.

    6. Now click Export. You can export the report in CSV, Excel, or PDF format.

    • Related Articles

    • How do I export my leads from CRM to an XLS file?

      You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
    • Export Tasks to Google Tasks

      Sharing your Zoho CRM tasks is made easy with the Export to Google Tasks feature. By exporting the selected tasks from CRM to Google Tasks, you can view and share them with other users in Google Tasks. It also helps you schedule your business tasks ...
    • Troubleshooting Data Import and Export

      1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
    • Working with Leads

      Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
    • How do I segregate leads using the Kanban view and how can I customize the view?

      Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...