Beta 5 – Tutorial #5: Exporting Leads To Excel

Scott CostelloAll, Blog Leave a Comment

Tutorial #5: Exporting Leads to Excel

On occasion you’ll need to export some of your leads.  You may need to upload mailing addresses into or send them off to the person answering your calls.  What ever the reason, Beta 5 can easily create this export for you.

The Quick…

  1. Check the selection box for each lead you’d like to export.  To select them all, select ‘Select All…’ under the ‘Action’ menu
  2. Under the ‘Action’ menu, click ‘Export Selected’ and then ‘To Excel…’

Video Tutorial

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