VS CRM

Download Leads in CRM

Step-by-step Instructions

  • Step 1

    Click on the Download Leads button in the Lead section.

  • Step 2

    A browser download prompt or file dialog will open for the export file.

  • Step 3

    Choose the folder where you want to save the file and click Save.

  • Step 4

    After download, open the file (usually in Excel or CSV) to view your data.

  • Step 5

    The exported file will include all your leads, including the Lead Details column for each lead.

  • Step 6

    Note: The Lead Details column may include a summary or link for each leadÒ€ℒs full information, so you can quickly open detailed view from the sheet.

Download Leads Γ’β‚¬β€œ Button / Options
Download Leads Γ’β‚¬β€œ Export File Preview

💑 Pro Tip: Use filters in Excel

After downloading leads, apply filters and pivot tables in Excel / Sheets to analyze performance, track follow-ups, and share reports with your team.