Support Center

Exporting Active Leads

Last Updated: May 26, 2014 02:17PM IST
You can export your existing active leads to either a CSV file or an Excel file from your ClinchPad account.

To export leads, select the option Settings from the top menu.



Click on the option Export from the left menu and beside Export Active Leads select the desired file format.



Once you select the type of file, a popup window will open where you can choose to select your active leads from any one or all pipelines and also select the date range. After your selections are done, click on Export button. The system will create the file and send it on your registered email ID. 




You can also download the file again from the Export page whenever you want. 




 
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