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 Click2Mail.com or send them off to the person answering your calls. What ever the reason, Beta 5 can easily create this export for you.
- Check the selection box for each lead you’d like to export. To select them all, select ‘Select All…’ under the ‘Action’ menu
- Under the ‘Action’ menu, click ‘Export Selected’ and then ‘To Excel…’