FAQs in this section
Can I convert multiple Leads at once?
How do I convert a Lead?
How can I get notified when a Lead is assigned to me?
Is it possible to delete all Leads?
What is Contact or Lead Generation?
How do I enable the Leads module?
How to create a Lead using Quick Create?
How do I create a Lead from the Leads module?
How do I transfer Lead ownership to another Sales rep?
How do I create a Quote from a Lead record in Vtiger CRM?
Is it possible to create Quotes directly from a Lead record in Vtiger CRM?
How do I export Leads?
Table of Contents
Follow these steps to export leads:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Leads.
- Select records on the List View by hovering over the left corner of the lead rows.
- You can select only the records that you want to export.
- You can hover over the left side of the leftmost column to select all the records.
- Click the Export icon on the toolbar on the column names' top-left.
- Choose one of the export options (explained above).
- Click Export.
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